How big is Mendall Financial Group LLC's plan?

Mendall Financial Group LLC's plan reported $318K in assets and 6 participants for 2024.

Original filing (PDF)20251011191458NAL0014096816001

Mendall Financial Group LLC

Name: Mendall Financial Group LLC — Mendall Financial, Form 5500 (2024)
Creator: Mendall Financial Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mendall Financial 401(k) Profit Sharing Plan

401(k) retirement plan · Mendall Financial Group LLC's Mendall Financial 401(k) Profit Sharing Plan held $318K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$318K

Net assets (EOY)

$318K

People on this filing

Pamela Harding signed Mendall Financial Group LLC's 2024 Form 5500 as plan administrator.

Pamela Harding — 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

Mendall Financial Group LLC's EIN is 27-4235068.

EIN 27-4235068

Plan number 001

Plan year 2024

ACK ID 20251011191458NAL0014096816001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mendall Financial Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mendall Financial Group LLC'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 MENDALL FINANCIAL GROUP LLC.

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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