Back to filter
Original filing (PDF)20251007085308NAL0007793136001
MITCHELL & MITCHELL SALES GROUP, INC.
Form 5500-SF
FILING_RECEIVED
MITCHELL & MITCHELL SALES GROUP, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
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 MITCHELL & MITCHELL SALES GROUP, INC..
Plan sponsor
Name
MITCHELL & MITCHELL SALES GROUP, INC.
EIN
41-2045958
Address
19365 LAKE AVE · WAYZATA, MN · 55391
Phone
(612) 339-3313
Industry
Wholesale Tradesee 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
2025-10-07
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
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 providersRelated plans
Similar-size Wholesale Trade plans
AVJET GLOBAL SALES, LLC
AVJET GLOBAL SALES, LLC 401(K) PLAN
$1.0M · 5 participants
RCG, LLC DBA RC SUPPLIES ONLINE.COM
RCG, LLC CASH BALANCE PLAN
$1.0M · 3 participants
WHOLESALE FASTENERS, INC.
WHOLESALE FASTENERS, INC. 401(K) PROFIT SHARING PLAN
$1.0M · 10 participants
FOAM PRODUCTS OF SAN ANTONIO, INC.
FOAM PRODUCTS OF SAN ANTONIO, INC. EMPLOYEES SAVINGS TRUST
$1.0M · 20 participants
IGM SURFACES, LLC D/B/A IGM CORP, LLC
IGM SURFACES, LLC DBA IGM CORP, LLC 401(K) PROFIT SHARING PLAN
$1.0M · 25 participants
INTENSEYE INC.
INTENSEYE INC. 401(K) PLAN
$1.0M · 27 participants
Large plans in Minnesota
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
UNITED HEALTHCARE SERVICES INC.
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST
$31.0B
MINNESOTA LIFE INSURANCE COMPANY
MASTER SEPARATE ACCOUNT
$29.2B
UNITEDHEALTH GROUP INCORPORATED
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN
$26.6B · 199,134 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) PLAN
$14.4B · 427,999 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) MASTER TRUST
$14.2B