How big is MDG Legacy Advisors, Inc.'s plan?

MDG Legacy Advisors, Inc.'s plan reported $15K in assets and 2 participants for 2024.

Original filing (PDF)20251007134340NAL0011666658001

MDG Legacy Advisors, Inc.

Name: MDG Legacy Advisors, Inc. — Allevity, Inc., Form 5500 (2024)
Creator: MDG Legacy Advisors, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Allevity, Inc. Retirement Savings Plan

401(k) retirement plan · MDG Legacy Advisors, Inc.'s Allevity, Inc. Retirement Savings Plan held $15K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$15K

Net assets (EOY)

$15K

People on this filing

Joanne Paladino signed MDG Legacy Advisors, Inc.'s 2024 Form 5500 as plan administrator.

Joanne Paladino — 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

MDG Legacy Advisors, Inc.'s EIN is 85-2054571.

EIN 85-2054571

Plan number 001

Plan year 2024

ACK ID 20251007134340NAL0011666658001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for MDG Legacy Advisors, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

MDG Legacy Advisors, Inc.'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 MDG LEGACY ADVISORS, INC..

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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