How big is Meldrum and Cassidy's plan?

Meldrum and Cassidy's plan reported $1.9M in assets and 3 participants for 2024.

Original filing (PDF)20250924115043NAL0008102816001

Meldrum and Cassidy

Name: Meldrum and Cassidy — Meldrum and Cassidy 401(k), Form 5500 (2024)
Creator: Meldrum and Cassidy
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Meldrum and Cassidy 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Meldrum and Cassidy's Meldrum and Cassidy 401(k) Profit Sharing Plan & Trust held $1.9M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Linda Meldrum signed Meldrum and Cassidy's 2024 Form 5500 as plan administrator.

Linda Meldrum — 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

Meldrum and Cassidy's EIN is 20-5325810.

EIN 20-5325810

Plan number 001

Plan year 2024

ACK ID 20250924115043NAL0008102816001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Meldrum and Cassidy from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Meldrum and Cassidy's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MELDRUM AND CASSIDY.

Finding similar companies…

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