# Medallion Financial Services, LLC 401(k) Plan
Source: https://planprovider.pro/companies/medallion-financial-services-llc-621643124-001

> Medallion Financial Services, LLC's 401(k) plan: 3 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Medallion Financial Services, LLC

- **Sponsor EIN:** 621643124

- **Sponsor Address:** 700 COLONIAL ROAD, MEMPHIS, TN, 38117

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

- **Plan Number:** 001

- **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|$0|$0|

| 2024|2|$148,372|$4,254|$8,104|

| 2023|3|$987,123|$9,194|$33,647|

| 2022|4|$951,322|$10,189|$32,573|

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