How big is Machell Management's plan?

Machell Management's plan reported $1.3M in assets and 106 participants for 2024.

Original filing (PDF)20250331142139NAL0005588913001

Machell Management

Name: Machell Management — Machell Management Profit, Form 5500 (2024)
Creator: Machell Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Machell Management Profit Sharing Plan & Trust

401(k) retirement plan · Machell Management's Machell Management Profit Sharing Plan & Trust held $1.3M in plan assets for 106 participants in 2024.

Active participants

106

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

TARA Evans, for TAG Resources signed Machell Management's 2024 Form 5500 as plan administrator.

TARA Evans, for TAG Resources — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Machell Management's EIN is 46-4880605.

EIN 46-4880605

Plan number 001

Plan year 2024

ACK ID 20250331142139NAL0005588913001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Machell Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Machell Management's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score