How big is M&M Advisors, Inc. DBA Liberty G's plan?

M&M Advisors, Inc. DBA Liberty G's plan reported $167K in assets for 2024.

Original filing (PDF)20250527122155NAL0017076066001

M&M Advisors, Inc. DBA Liberty G

Name: M&M Advisors, Inc. DBA Liberty G — M&M Advisors, Form 5500 (2024)
Creator: M&M Advisors, Inc. DBA Liberty G
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

M&M Advisors, Inc. DBA Liberty Group Benefits 401(k) and PS Plan

401(k) retirement plan · M&M Advisors, Inc. DBA Liberty G's M&M Advisors, Inc. DBA Liberty Group Benefits 401(k) and PS Plan reported $167K in plan assets in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$167K

Net assets (EOY)

$167K

People on this filing

Kevin McNelly signed M&M Advisors, Inc. DBA Liberty G's 2024 Form 5500 as plan administrator.

Kevin McNelly — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

M&M Advisors, Inc. DBA Liberty G's EIN is 82-3743895.

EIN 82-3743895

Plan number 001

Plan year 2024

ACK ID 20250527122155NAL0017076066001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for M&M Advisors, Inc. DBA Liberty G from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

M&M Advisors, Inc. DBA Liberty G's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for M&M ADVISORS, INC. DBA LIBERTY G.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score