Original filing (PDF)20250731101233NAL0002972451001

MEHIGAN BELLONE & ASSOC

Name: MEHIGAN BELLONE & ASSOC — MEHIGAN BELLONE & ASSOC 401(K) PLAN, Form 5500 (2024)
Creator: MEHIGAN BELLONE & ASSOC

Form 5500-SF

FILING_RECEIVED

MEHIGAN BELLONE & ASSOC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

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

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MEHIGAN BELLONE & ASSOC.

Plan sponsor

Name

MEHIGAN BELLONE & ASSOC

EIN

14-1742689

Address

15 TECH VALLEY DRIVE SUITE 208 · EAST GREENBUSH, NY · 12061

Phone

(518) 370-0108

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-07-31

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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