How big is Mitchell and SON, Inc.'s plan?

Mitchell and SON, Inc.'s plan reported $1.6M in assets and 21 participants for 2025.

Original filing (PDF)20260511104718NAL0005691681001

Mitchell and SON, Inc.

Name: Mitchell and SON, Inc. — Mitchell and SON, Inc., Form 5500 (2025)
Creator: Mitchell and SON, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mitchell and SON, Inc. 401(k) Plan

401(k) retirement plan · Mitchell and SON, Inc.'s Mitchell and SON, Inc. 401(k) Plan held $1.6M in plan assets for 21 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Mitchell and SON, Inc.'s EIN is 62-0793238.

EIN 62-0793238

Plan number 001

Plan year 2025

ACK ID 20260511104718NAL0005691681001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Mitchell and SON, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Mitchell and SON, Inc.'s 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 MITCHELL AND SON, INC..

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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