Original filing (PDF)20250620093411NAL0002219315001

M & M FINANCIAL CORPORATION DBA M&M INSURANCE ASSOCIATES

Name: M & M FINANCIAL CORPORATION DBA M&M INSURANCE ASSOCIATES — M&M INSURANCE ASSOCIATES 401K RETIREMENT PLAN, Form 5500 (2024)
Creator: M & M FINANCIAL CORPORATION DBA M&M INSURANCE ASSOCIATES

Form 5500-SF

FILING_RECEIVED

M&M INSURANCE ASSOCIATES 401K RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for M & M FINANCIAL CORPORATION DBA M&M INSURANCE ASSOCIATES.

Plan sponsor

Name

M & M FINANCIAL CORPORATION DBA M&M INSURANCE ASSOCIATES

EIN