Medallion Management, Inc. 401(k) Plan: Login, Facts & Contact Information

Medallion Management, Inc. 401(k) Plan Facts

Plan name
MEDALLION MANAGEMENT, INC. SAVINGS & RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
MEDALLION MANAGEMENT, INC.
Participants
277 (197 active employees)
Former employees with a balance
77
Plan assets
$7,328,415 at Dec 31, 2024
Average account balance
$32,427 across 226 accounts
Employer contributions
$183,849 in plan year 2024 (37% of all contributions)
Recordkeeper
Transamerica Life Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jul 1, 2002
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 2, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $497,016 went into the plan in contributions, $183,849 of it from the employer (37%).
  • $524,290 was paid out to participants.
  • Investment and other income added $858,970.
  • Administrative expenses were $4,724, about $21 per account.

How the Medallion Management, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019343$4.87 million$142,646$122,336
2020361$6.13 million$149,386$184,685
2021379$6.82 million$157,482$384,256
2022394$5.55 million$163,535$238,216
2023279$6.50 million$176,608$354,116
2024277$7.33 million$183,849$524,290

Medallion Management, Inc. 401(k) Contact Information

Phone
269-381-0350
Mailing address
834 KING HIGHWAY, SUITE 100, KALAMAZOO MI 49001
Plan sponsor
MEDALLION MANAGEMENT, INC.
Employer identification number (EIN)
38-2033680
Plan number
001

Questions about the Medallion Management, Inc. 401(k)

Does Medallion Management, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $183,849, 37% of all contributions.

Does the Medallion Management, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Medallion Management, Inc 401(k) plan?

277 participants at the start of plan year 2024, 197 of them active employees, and 77 former employees who still had money in the plan.

What is the average 401(k) balance at Medallion Management, Inc?

About $32,427 per account: $7.33 million in plan assets across 226 accounts with a balance at the end of plan year 2024.

Who manages the Medallion Management, Inc 401(k) accounts?

Transamerica (listed on the filing as TRANSAMERICA LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Medallion Management, Inc. How do I access my 401(k)?

Your account stays with Transamerica after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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