Back to filter
Original filing (PDF)20250412220354NAL0025716657012
MITCHELL J. MANDEL, M.D., P.C.
Form 5500-SF
FILING_RECEIVED
MITCHELL J. MANDEL, M.D., P.C. 401(K) PLAN
401(k) retirement plan
Active participants
22
Accounts w/ balance
43
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MITCHELL J. MANDEL, M.D., P.C..
Plan sponsor
Name
MITCHELL J. MANDEL, M.D., P.C.
EIN
13-3842292
Address
116 E 68TH ST · 1C · NEW YORK, NY · 10065
Phone
(212) 570-9595
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-12
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Offices of Physicians plans
GUTTA PA DBA MIDESSA ORAL & FACIAL SURGERY
MIDESSA ORAL & FACIAL SURGERY CASH BALANCE PLAN
$1.7M · 11 participants
KIDNEY SPECIALISTS, P.C.
KIDNEY SPECIALISTS, P.C. CASH BALANCE PENSION PLAN
$1.7M · 7 participants
LOS ALAMITOS HEMATOLOGY ONCOLO
LOS ALAMITOS HEMATOLOGY ONCOLO 401(K) PROFIT SHARING PLAN & TRUST
$1.7M · 7 participants
MICHAEL J. MASTRANGELO, PC DBA BEND SURGICAL ASSOCIATES
BEND SURGICAL ASSOCIATES 401(K) PLAN
$1.7M · 3 participants
BRIAN FULLER, M.D., P.C.
BRIAN FULLER, M.D., P.C. CASH BALANCE PLAN
$1.7M · 5 participants
LEWIS R. COLLINS, JR., M.D., P.C.
LEWIS R. COLLINS, JR. , M. D. , P. C. RETIREMENT PLAN
$1.7M · 15 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B