Original filing (PDF)20250604074254NAL0010684721001

MNM CONSULTING GROUP LLC DBA THE ATRIUM FINANCIAL GROUP

Name: MNM CONSULTING GROUP LLC DBA THE ATRIUM FINANCIAL GROUP — THE ATRIUM FINANCIAL GROUP 401(K) PLAN, Form 5500 (2024)
Creator: MNM CONSULTING GROUP LLC DBA THE ATRIUM FINANCIAL GROUP

Form 5500-SF

FILING_RECEIVED

THE ATRIUM FINANCIAL GROUP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.7M

Net assets (EOY)

$9.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MNM CONSULTING GROUP LLC DBA THE ATRIUM FINANCIAL GROUP.

Plan sponsor

Name

MNM CONSULTING GROUP LLC DBA THE ATRIUM FINANCIAL GROUP

EIN

87-1690573

Address

1 NORTHWESTERN BLVD. · ALBANY, NY · 12211

Phone

(518) 977-4377

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-04

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

LAPORTE & ASSOCIATES, INC.

LAPORTE & ASSOCIATES 401(K) PROFIT SHARING PLAN

$9.8M · 56 participants

WALTER B HOWE, INC.

WALTER B. HOWE, INC. SAVINGS PLAN

$9.8M · 15 participants

AON RISK SERVICES OF PR, INC.

AON RISK SERVICES OF PR, INC. 1081.01(D) PLAN

$9.7M · 65 participants

PROVIDENT INSURANCE PROGRAMS, INC.

PROVIDENT INSURANCE PROGRAMS, INC. AND SUBSIDIARIES RETIREMENT PLAN

$9.7M · 35 participants

PASTON GROUP, LLC D/B/A SIMON PASTON & SONS AGENCY