Original filing (PDF)20260430071100NAL0018042240001

Micheli, Baldwin, Mortimer, McLendon & Whitacre, LLP

Name: Micheli, Baldwin, Mortimer, McLendon & Whitacre, LLP — Form 5500 Plan 001 (2025)
Creator: Micheli, Baldwin, Mortimer, McLendon & Whitacre, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Micheli, Baldwin, Mortimer, McLendon & Whitacre, LLP 401(k) Plan

401(k) retirement plan · Micheli, Baldwin, Mortimer, McLendon & Whitacre, LLP's Micheli, Baldwin, Mortimer, McLendon & Whitacre, LLP 401(k) Plan held $897K in plan assets for 13 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$897K

Net assets (EOY)

$897K

Plan identifiers

Micheli, Baldwin, Mortimer, McLendon & Whitacre, LLP's EIN is 05-0613935.

EIN 05-0613935

Plan number 001

Plan year 2025

ACK ID 20260430071100NAL0018042240001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Micheli, Baldwin, Mortimer, McLendon & Whitacre, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Micheli, Baldwin, Mortimer, McLendon & Whitacre, LLP's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MICHELI, BALDWIN, MORTIMER, MCLENDON & WHITACRE, LLP.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off