Original filing (PDF)20250908132322NAL0019489345001

MITCHELL/MARTIN INC.

Name: MITCHELL/MARTIN INC. — MITCHELL/MARTIN INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: MITCHELL/MARTIN INC.

Form 5500

FILING_RECEIVED

MITCHELL/MARTIN INC. EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 2

100% in single holdingNo recordkeeper disclosed

Active participants

444

Accounts w/ balance

738

Plan assets (EOY)

$30.5M

Net assets (EOY)

-$1.7M

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 (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MITCHELL/MARTIN INC..

Plan sponsor

Name

MITCHELL/MARTIN INC.

EIN

13-3591013

Address

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

Phone

(212) 943-1404

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-08

Pension benefit codes

2P · Leveraged ESOP

2Q · S-corporation ESOP

3D · Pre-approved plan (master / prototype / VS)

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

COWAN GUNTESKI & CO, CPA

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 direct security· $27.3M(89% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Mitchell/Martin, Inc. 400,000 common shares	—	—	$36.0M	$27.3M	89.5%

Related plans

Similar-size Admin Support & Waste Mgmt plans

DHR INTERNATIONAL, INC.

DHR INTERNATIONAL/JOBPLEX 401(K) SAVINGS PLAN

$30.9M · 265 participants

ROTH STAFFING COMPANIES, LP

ROTH STAFFING COMPANIES, LP 401(K) PLAN

$29.6M · 1,471 participants

EMPLOVA, LLC

EMPLOVA 401(K) RETIREMENT SAVINGS PLAN

$29.5M · 450 participants

ANDOVER RESEARCH LTD.

ANDOVER RESEARCH, LTD. PROFIT SHARING TRUST

$31.7M · 7 participants

THE BURNETT COMPANIES CONSOLIDATED, INC.