Medallion Financial Corp. 401(k) Profit Sharing Plan
Sponsored by Medallion Financial Corp. · EIN 112523716 · Plan #022
- Total assets
- $24.2M
- Net assets
- $24.2M
- Active participants
- 166
- With balances
- 193
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $67,506 |
| Global Retirement Partners Llc | Investment advisory (plan) | $29,588 |
| Alliant Insurance Services | Investment advisory (plan) | $8,240 |