How big is MTM Financial Group LLC's plan?

MTM Financial Group LLC's plan reported $3.9M in assets and 16 participants for 2025.

Original filing (PDF)20260505095829NAL0000826033001

MTM Financial Group LLC

Name: MTM Financial Group LLC — MTM Financial Group LLC, Form 5500 (2025)
Creator: MTM Financial Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

MTM Financial Group LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · MTM Financial Group LLC's MTM Financial Group LLC 401(k) Profit Sharing Plan & Trust held $3.9M in plan assets for 16 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

People on this filing

Diane Marie Dickison signed MTM Financial Group LLC's 2025 Form 5500 as plan administrator.

Diane Marie Dickison — 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

MTM Financial Group LLC's EIN is 83-0500090.

EIN 83-0500090

Plan number 001

Plan year 2025

ACK ID 20260505095829NAL0000826033001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for MTM Financial Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

MTM Financial Group LLC'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 MTM FINANCIAL GROUP LLC.

Finding similar companies…

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