How big is Carl E. Mellen & Company's plan?

Carl E. Mellen & Company's plan reported $4.6M in assets and 13 participants for 2024.

Original filing (PDF)20250625091828NAL0019009266001

Carl E. Mellen & Company

Name: Carl E. Mellen & Company — Carl E Mellen & Company, Form 5500 (2024)
Creator: Carl E. Mellen & Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carl E Mellen & Company 401(k) Plan

401(k) retirement plan · Carl E. Mellen & Company's Carl E Mellen & Company 401(k) Plan held $4.6M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

People on this filing

Thomas POLL signed Carl E. Mellen & Company's 2024 Form 5500 as plan administrator.

Thomas POLL — 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

Carl E. Mellen & Company's EIN is 36-2098981.

EIN 36-2098981

Plan number 003

Plan year 2024

ACK ID 20250625091828NAL0019009266001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carl E. Mellen & Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carl E. Mellen & Company's plan includes ERISA 404(c) participant direction, 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 CARL E. MELLEN & COMPANY.

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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