# Madison Acquisition Group LLC 401(k) Plan
Source: https://planprovider.pro/companies/madison-acquisition-group-llc-401k-plan

> Madison Acquisition Group LLC's 401(k) plan: 895 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Madison Acquisition Group LLC

- **Sponsor EIN:** 271109369

- **Sponsor Address:** 35 MONTAUK HWY, SOUTHAMPTON, NY, 119684122

- **Plan Type:** 401(k)

- **Total Participants:** 895

- **Total Assets:** $19.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|895|$19.7M|$0|$3.3M|

| 2023|908|$15.7M|$0|$3.3M|

| 2022|891|$10.1M|$0|$2.7M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| LPL FINANCIAL|ADVISOR|$84,946|—|$84,946|

| PAYCHEX, INC.|RECORDKEEPER|$40,691|—|$40,691|

| WEINER LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PAYCHEX, INC.](https://planprovider.pro/provider/paychex) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $125,637

- **Estimated Expense Ratio:** 0.637% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$128,127|$84,946|$42,321|—|—|

| 2023|$90,494|$59,461|$30,173|—|—|

| 2022|$66,736|$44,043|$22,693|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/madison-acquisition-group-llc-401k-plan)

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