Plan Snapshot
- Plan Sponsor: Medallion Financial Services, LLC
- Sponsor EIN: 621643124
- Sponsor Address: 700 COLONIAL ROAD, MEMPHIS, TN, 38117
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $186,092
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 3 | $186,092 | $5,377 | $9,892 |
| 2024 | 2 | $148,372 | $4,254 | $8,104 |
| 2023 | 3 | $987,123 | $9,194 | $33,647 |
| 2022 | 4 | $951,322 | $10,189 | $32,573 |