Original filing (PDF)20250925125301NAL0003545923001

MYKKELTVEDT & LOFTIN LLC

Name: MYKKELTVEDT & LOFTIN LLC — MYKKELTVEDT & LOFTIN LLC 401(K) P/S PLAN, Form 5500 (2024)
Creator: MYKKELTVEDT & LOFTIN LLC

Form 5500-SF

FILING_RECEIVED

MYKKELTVEDT & LOFTIN LLC 401(K) P/S PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$354K

Net assets (EOY)

$354K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (85th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MYKKELTVEDT & LOFTIN LLC.

Plan sponsor

Name

MYKKELTVEDT & LOFTIN LLC

EIN

27-4601083all filings

Address

5229 ROSWELL RD · ATLANTA, GA · 30342

Phone

(404) 668-1470

Industry

Professional & Technical Servicessee 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

2025-09-25

Pension benefit codes

2S · Automatic enrollment

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

FRESH IP PLC

FRESH IP PLC 401(K) PLAN

$354K · 11 participants

TRIUMPH LAW PC

TRIUMPH LAW PC 401(K) PROFIT SHARING PLAN & TRUST

$353K · 11 participants

DAYTON BAR ASSOCIATION

DAYTON BAR ASSOCIATION 401(K) PROFIT SHARING PLAN

$354K · 3 participants

THE IMMIGRATION GROUP, PC

THE IMMIGRATION GROUP, PC 401(K) PROFIT SHARING PLAN

$353K · 4 participants

OFFICE OF GENERAL COUNSEL NETWORK

OFFICE OF GENERAL COUNSEL NETWORK 401(K) PR+SHG PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.