· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MIKELSON MACHINE SHOP INC — MIKELSON MACHINE SHOP INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250701065358NAL0011836737001
MIKELSON MACHINE SHOP INC
Form 5500-SF
FILING_RECEIVED
MIKELSON MACHINE SHOP INC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
16
Accounts w/ balance
3
Plan assets (EOY)
$13K
Net assets (EOY)
$13K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MIKELSON MACHINE SHOP INC
.
Find decision makers
Plan sponsor
Name
MIKELSON MACHINE SHOP INC
EIN
20-5456001
Address
2546 MERCED AVE · SOUTH EL MONTE, CA · 91733
Phone
(626) 448-3920
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-01
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)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
VECTRA MANAGEMENT COMPANY
VECTRA MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN & TRUST
$13K · 4 participants
DEBORAH BELLAS
DEBORAH BELLAS
$13K · 2 participants
GAIT MECHANICS INC
GAIT MECHANICS INC 401(K) PROFIT SHARING PLAN & TRUST
$13K · 4 participants
LORING PLACE 188TH LLC
LORING PLACE 188 LLC 401(K) PROFIT SHARING PLAN & TRUST
$13K · 3 participants
MESONS TECHNOLOGIES LLC
MESONS TECHNOLOGIES LLC
$13K · 21 participants
65
Knocking points off
Only 19% as many balances as active participants — suggests many active employees aren't deferring.
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
THE CHILDRENS LEARNING INSTITUTE
THE CHILDRENS LEARNING INSTITUTE
$13K · 10 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
