How big is MDRN Wealth LLC's plan?

MDRN Wealth LLC's plan reported $51K in assets and 2 participants for 2024.

Original filing (PDF)20251010112201NAL0008041089001

MDRN Wealth LLC

Name: MDRN Wealth LLC — MDRN Retirement Trust, Form 5500 (2024)
Creator: MDRN Wealth LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

MDRN Retirement Trust

401(k) retirement plan · MDRN Wealth LLC's MDRN Retirement Trust held $51K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$51K

Net assets (EOY)

$51K

People on this filing

Richard Tatum signed MDRN Wealth LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

MDRN Wealth LLC's EIN is 88-3679402.

EIN 88-3679402

Plan number 001

Plan year 2024

ACK ID 20251010112201NAL0008041089001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for MDRN Wealth LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

MDRN Wealth LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MDRN WEALTH LLC.

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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