· 2022–2024 · DOL EFAST2

M.E. DEY & Co., Incorporated — M.E. DEY & Co., Form 5500 (2025)

Original filing (PDF)20260716124305NAL0003159491001

M.E. DEY & Co., Incorporated

Form 5500-SF

FILING_RECEIVED

M.E. DEY & Co., Incorporated Profit Sharing 401(k) Plan

401(k) retirement plan · M.E. DEY & Co., Incorporated's M.E. DEY & Co., Incorporated Profit Sharing 401(k) Plan held $7.7M in plan assets for 68 participants in 2025.

Active participants

68

Accounts w/ balance

71

Plan assets (EOY)

$7.7M

Net assets (EOY)

$7.7M

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

56

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for M.E. DEY & CO., INCORPORATED.

Plan sponsor

Name

M.E. DEY & CO., INCORPORATED

EIN

39-0242220all filings

Address

700 W VIRGINIA ST SUITE 300 · MILWAUKEE, WI · 53204

Phone

(414) 294-2106

Industry

Transportation & Warehousing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-16

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

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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