How big is The Mendelson Group, LLC's plan?

The Mendelson Group, LLC's plan reported $2.9M in assets and 4 participants for 2025.

Original filing (PDF)20260226104412NAL0004213872001

The Mendelson Group, LLC

Name: The Mendelson Group, LLC — The Mendelson Group, LLC, Form 5500 (2025)
Creator: The Mendelson Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Mendelson Group, LLC 401(k) Plan

401(k) retirement plan · The Mendelson Group, LLC's The Mendelson Group, LLC 401(k) Plan held $2.9M in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Gary Mendelson signed The Mendelson Group, LLC's 2025 Form 5500 as plan administrator.

Gary Mendelson — 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

The Mendelson Group, LLC's EIN is 46-5683153.

EIN 46-5683153

Plan number 001

Plan year 2025

ACK ID 20260226104412NAL0004213872001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Mendelson Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Mendelson Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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