· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MELLOTT & MELLOTT, P.L.L. — MELLOTT & MELLOTT, P.L.L. 401(K) RETIREMENT SAVINGS PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251011100415NAL0008460449001
MELLOTT & MELLOTT, P.L.L.
Form 5500-SF
FILING_RECEIVED
MELLOTT & MELLOTT, P.L.L. 401(K) RETIREMENT SAVINGS PLAN & TRUST
401(k) retirement plan
Active participants
38
Accounts w/ balance
40
Plan assets (EOY)
$10.5M
Net assets (EOY)
$10.5M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
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
MELLOTT & MELLOTT, P.L.L.
.
Find decision makers
Plan sponsor
Name
MELLOTT & MELLOTT, P.L.L.
EIN
31-6063298
Address
312 WALNUT STREET, #2500 · CINCINNATI, OH · 45202
Phone
(513) 241-2940
Industry
CPA Offices
· Professional & Technical Services
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
2025-10-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size CPA Offices plans
CLEARVIEW CONSULTING, INC.
CLEARVIEW CONSULTING, INC. 401(K) PLAN
$10.5M · 138 participants
CARROLL AND COMPANY, CPAS
CARROLL AND COMPANY, CPAS 401(K) PROFIT SHARING PLAN
$10.4M · 17 participants
SYKES & COMPANY, P.A
SYKES & COMPANY, P.A. 401(K) PROFIT SHARING PLAN
$10.5M · 40 participants
GITTELMAN & COMPANY, P.C.
GITTELMAN & COMPANY, P.C. 401(K) PLAN
$10.5M · 8 participants
A.M. PEISCH & COMPANY, LLP
A.M. PEISCH & COMPANY, LLP 401(K) PLAN
100
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.
$10.4M · 37 participants
CITRIN COOPERMAN ADVISORS LLC
CITRIN COOPERMAN PROFIT SHARING PLAN - PLAN NO. 3
$10.4M · 786 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants