Original filing (PDF)20250526055141NAL0004948257001

MITCHELL HUMPHREY & CO

Name: MITCHELL HUMPHREY & CO — MITCHELL HUMPHREY & CO PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: MITCHELL HUMPHREY & CO

Form 5500-SF

FILING_RECEIVED

MITCHELL HUMPHREY & CO PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.2M

Net assets (EOY)

$6.2M

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 MITCHELL HUMPHREY & CO.

Plan sponsor

Name

MITCHELL HUMPHREY & CO

EIN

43-1110836

Address

1285 FERN RIDGE PARKWAY · SUITE 140 · ST LOUIS, MO · 631414402

Phone

(872) 895-7518

Industry

Software Publishers· Information / Tech / Mediasee 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

2025-05-26

Pension benefit codes

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)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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