Original filing (PDF)20250703102626NAL0000166259001

MELTZER, PURTILL & STELLE LLC

Name: MELTZER, PURTILL & STELLE LLC — MELTZER, PURTILL & STELLE LLC 401(K) PLAN, Form 5500 (2024)
Creator: MELTZER, PURTILL & STELLE LLC

Form 5500-SF

FILING_RECEIVED

MELTZER, PURTILL & STELLE LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$26.3M

Net assets (EOY)

$26.3M

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 MELTZER, PURTILL & STELLE LLC.

Plan sponsor

Name

MELTZER, PURTILL & STELLE LLC

EIN

36-4053995

Address

1450 AMERICAN LANE · SUITE 1900 · SCHAUMBURG, IL · 60173

Phone

(847) 330-2400

Industry

Law Offices· Professional & Technical Servicessee 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

2025-07-03

Pension benefit codes

2A · Age/service weighted or new comparability

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)

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

Small plans don't disclose service providers

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