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Original filing (PDF)20250422113006NAL0002269283001

MIERENDORF AND CO., P.C.

Form 5500-SF
FILING_RECEIVED
MIERENDORF AND CO., P.C. 401(K) PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
4
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MIERENDORF AND CO., P.C..
Plan sponsor
Name
MIERENDORF AND CO., P.C.
EIN
38-2678031
Address
4639 WEST RIVER DRIVE N.E. · COMSTOCK PARK, MI · 49321
Phone
(616) 784-4445
Industry
CPA Offices· Professional & Technical Servicessee all
Plan administrator
Name
MIERENDORF AND CO., P.C.
EIN
38-2678031
City
COMSTOCK PARK, MI
Phone
(616) 784-4445
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-22
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)
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

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