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Original filing (PDF)20250926084947NAL0003907203001
THE MITCHELL GOLD CO.
Form 5500
FILING_RECEIVED
MITCHELL GOLD + BOB WILLIAMS 401(K) PLAN
401(k) retirement plan
Signals · 2
100% in single holding~1932685 bps in Sched C fees
Active participants
0
Accounts w/ balance
1
Plan assets (EOY)
$432
Net assets (EOY)
$432
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
65
Vendor stack
100
Participation health
90
Knocking points off
- Top holding "[DFE: PUTNAM STABLE VALUE FUND (extraction pending)]" is 100% of plan.
- 1932685 bps in Schedule C fees — 1223118% above peer band of 158 bps.
- No active participants reported but plan still holds assets.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE MITCHELL GOLD CO..
Plan sponsor
Name
THE MITCHELL GOLD CO.
EIN
56-1678942
Address
1628 JOHN F KENNEDY BLVD STE 950 · SUITE 950 · PHILADELPHIA, PA · 191032110
Phone
(215) 680-0780
Industry
Manufacturingsee 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
2025-09-26
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)
Audit & trust (Schedule H)
Auditor
SMITH LEONARD PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BNA WEALTH, INC. | 56-1902157 | — | INVESTMENT ADVISORY | $10K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $32K | — |
| DAVID ROGALSKI | 34-9649528 | — | CONTRACT ADMINISTRATOR | $6K | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMITH LEONARD | 20-5909571 | — | ACCOUNTANT | $26K | — |
| AMY MCCAMMON | 24-1474761 | — | ACCOUNTANT | $10K | — |
Investments
1 pooled fund· $176(41% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PUTNAM STABLE VALUE FUND (50) PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $176 | 40.7% |
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