How big is David R Mitchell & Associates' plan?

David R Mitchell & Associates' plan reported $2.0M in assets and 89 participants for 2025.

Original filing (PDF)20260424134253NAL0003215155001

David R Mitchell & Associates

Name: David R Mitchell & Associates — David R Mitchell &, Form 5500 (2025)
Creator: David R Mitchell & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David R Mitchell & Associates 401(k) Plan

401(k) retirement plan · David R Mitchell & Associates' David R Mitchell & Associates 401(k) Plan held $2.0M in plan assets for 89 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Richard Jones signed David R Mitchell & Associates' 2025 Form 5500 as plan administrator.

Richard Jones — 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

David R Mitchell & Associates' EIN is 58-2223446.

EIN 58-2223446

Plan number 001

Plan year 2025

ACK ID 20260424134253NAL0003215155001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for David R Mitchell & Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

David R Mitchell & Associates' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID R MITCHELL & ASSOCIATES.

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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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off