How big is Mayfield Financial Services' plan?

Mayfield Financial Services' plan reported $3.6M in assets and 12 participants for 2024.

Original filing (PDF)20250910142707NAL0021249569001

Mayfield Financial Services

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

Form 5500-SF

FILING_RECEIVED

Mayfield Financial Services 401(k) Plan

401(k) retirement plan · Mayfield Financial Services' Mayfield Financial Services 401(k) Plan held $3.6M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan identifiers

Mayfield Financial Services' EIN is 34-1818472.

EIN 34-1818472

Plan number 001

Plan year 2024

ACK ID 20250910142707NAL0021249569001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Mayfield Financial Services' plan includes profit-sharing, 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 MAYFIELD FINANCIAL SERVICES.

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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