Original filing (PDF)20251014171508NAL0001722147001

MORTLAND & COMPANY, LLC

Name: MORTLAND & COMPANY, LLC — MORTLAND & COMPANY, LLC 401(K) PLAN, Form 5500 (2024)
Creator: MORTLAND & COMPANY, LLC

Form 5500-SF

FILING_RECEIVED

MORTLAND & COMPANY, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$382K

Net assets (EOY)

$382K

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MORTLAND & COMPANY, LLC.

Plan sponsor

Name

MORTLAND & COMPANY, LLC

EIN

45-3732954all filings

Address

501 N. LINDBERGH · ST. LOUIS, MO · 63141

Phone

(314) 725-3515

Industry

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

2025-10-14

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

Related plans

Similar-size Professional & Technical Services plans

WOODLAND FINANCIAL SERVICES, INC.

WOODLAND FINANCIAL SERVICES, INC 401(K) PROFIT SHARING PLAN

$381K · 5 participants

ROBERT H. LEWIN, LTD.

ROBERT H. LEWIN LTD. 401(K) RETIREMENT SAVINGS PLAN

$384K · 1 participants

S & D FINANCIAL LLC 401(K) PROFIT SHARING PLAN AND TRUST

$384K · 9 participants

GLOBAL, INC.

GLOBAL, INC. 401(K) PLAN

$384K · 12 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.