How big is Mitchell/Martin Inc.'s plan?

Mitchell/Martin Inc.'s plan reported $30.5M in assets and 444 participants for 2024.

Original filing (PDF)20250908132322NAL0019489345001

Mitchell/Martin Inc.

Name: Mitchell/Martin Inc. — Mitchell/Martin Inc. Employee, Form 5500 (2024)
Creator: Mitchell/Martin Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Mitchell/Martin Inc. Employee Stock Ownership Plan

Defined-contribution retirement plan · Mitchell/Martin Inc.'s Mitchell/Martin Inc. Employee Stock Ownership Plan held $30.5M in plan assets for 444 participants in 2024.

Signals · 3

100% in single holding100% employer stockNo recordkeeper disclosed

Active participants

444

Accounts w/ balance

738

Plan assets (EOY)

$30.5M

Net assets (EOY)

-$1.7M

People on this filing

DAWN Ponico signed Mitchell/Martin Inc.'s 2024 Form 5500 as plan administrator.

DAWN Ponico — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Mitchell/Martin Inc.'s EIN is 13-3591013.

EIN 13-3591013

Plan number 002

Plan year 2024

ACK ID 20250908132322NAL0019489345001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mitchell/Martin Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mitchell/Martin Inc.'s plan includes a leveraged ESOP, an S-corporation ESOP.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MITCHELL/MARTIN INC..

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How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

100

Plan health

Vendor & structure

100

Knocking points off

89% of assets in employer securities (concentration risk).

Helping the score

Below-peer total plan cost (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

MITCHELL/MARTIN INC.

EIN

all filings

Address

550 7TH AVENUE · 16TH FLOOR · NEW YORK, NY · 10018

Phone

(212) 943-1404

Industry

Admin Support & Waste Mgmt

Plan administrator