How big is ER Mitchell Management's plan?

ER Mitchell Management's plan reported $113K in assets and 2 participants for 2023.

Original filing (PDF)20240925052903NAL0019230416001

ER Mitchell Management

Name: ER Mitchell Management — ER Mitchell 401(k) Plan, Form 5500 (2023)
Creator: ER Mitchell Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ER Mitchell 401(k) Plan

401(k) retirement plan · ER Mitchell Management's ER Mitchell 401(k) Plan held $113K in plan assets for 2 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$113K

Net assets (EOY)

$113K

People on this filing

Kimberly Nielsen signed ER Mitchell Management's 2023 Form 5500 as plan administrator.

Kimberly Nielsen — 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

ER Mitchell Management's EIN is 16-1683819.

EIN 16-1683819

Plan number 001

Plan year 2023

ACK ID 20240925052903NAL0019230416001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for ER Mitchell Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

ER Mitchell Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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

Helping the score