Original filing (PDF)20250930125407NAL0019454082001

MAYFIELD FINANCIAL SERVICES

Name: MAYFIELD FINANCIAL SERVICES — MAYFIELD FINANCIAL SERVICES CASH BALANCE PLAN, Form 5500 (2024)
Creator: MAYFIELD FINANCIAL SERVICES

Form 5500-SF

FILING_RECEIVED

MAYFIELD FINANCIAL SERVICES CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MAYFIELD FINANCIAL SERVICES.

Plan sponsor

Name

MAYFIELD FINANCIAL SERVICES

EIN

34-1818472

Address

6120 PARKLAND BLVD. SUITE 101 · MAYFIELD HEIGHTS, OH · 44124

Phone

(440) 449-7709

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-30

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

MINDY EISENBERG STARK CPA CFE

MINDY EISENBERG STARK CPA CFE 401(K) PLAN

$1.6M · 5 participants

MEESTER & COMPANY, INC.

MEESTER & COMPANY, INC. 401(K) PROFIT SHARING PLAN

$1.6M · 12 participants

BAUMANN & BAUMANN CPAS LLP

BAUMANN & BAUMANN RETIREMENT PLAN

$1.6M · 4 participants

AIKEN WARNER PLLC, CPAS

AIKEN & COMPANY, PC 401(K) PLAN

$1.6M · 15 participants

ALLIED PARTNERS IN ACCOUNTING & CONSULTING

ALLIED PARTNERS IN ACCOUNTNG & CONSULTING 401(K)