How big is Mixzon Inc.'s plan?

Mixzon Inc.'s plan reported $1.4M in assets and 4 participants for 2024.

Original filing (PDF)20250602124529NAL0006837699001

Mixzon Inc.

Name: Mixzon Inc. — Mixzon Retirement Plan, Form 5500 (2024)
Creator: Mixzon Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mixzon Retirement Plan

401(k) retirement plan · Mixzon Inc.'s Mixzon Retirement Plan held $1.4M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Robert Doneker signed Mixzon Inc.'s 2024 Form 5500 as plan administrator.

Robert Doneker — 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

Mixzon Inc.'s EIN is 32-0014258.

EIN 32-0014258

Plan number 001

Plan year 2024

ACK ID 20250602124529NAL0006837699001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).

Plan sponsor

Name

MIXZON INC.

EIN

all filings

Address

1033 SW YAMHILL ST STE 301 · PORTLAND, OR · 97205

Phone

(503) 222-1022

Industry

Engineering Services· Professional & Technical Services

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

2025-06-02

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)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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