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Original filing (PDF)20251015120650NAL0002376675001
MITCHELL COMPANIES, LLC
Form 5500
FILING_RECEIVED
MITCHELL COMPANIES 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
339
Accounts w/ balance
241
Plan assets (EOY)
$22.6M
Net assets (EOY)
$22.6M
How this plan invests
This plan
43 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 53 bps in Schedule C fees — 84% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MITCHELL COMPANIES, LLC.
Plan sponsor
Name
MITCHELL COMPANIES, LLC
EIN
64-0917967
Address
100 JAMES E CHANEY DR. · MERIDIAN, MS · 39307
Phone
(601) 482-6161
Industry
Wholesale Tradesee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
REA, SHAW, GIFFEN & STUART
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | CUSTODIAN | $43K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES, LLC | — | SAINT LOUIS, MO | INVESTMENT ADVISOR | $56K | — |
| IRON FIDUCIARY | 99-9552241 | — | INVESTMENT ADVISOR | $13K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CORPORATE FINANCIAL SERVICES, LLC | — | MONTGOMERY, AL | TPA | $8K | — |
Investments
43 direct securities· $22.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2035 | — | — | — | $4.2M | 18.6% | |
| Nuveen Lifecycle Index 2040 | — | — | — | $3.6M | 16.1% | |
| Nuveen Lifecycle Index 2030 | — | — | — | $3.1M | 13.7% | |
| Nuveen Lifecycle Index 2025 | — | — | — | $2.9M | 12.9% | |
| Nuveen Lifecycle Index 2050 | — | — | — | $2.4M | 10.4% | |
| Nuveen Lifecycle Index 2045 | — | — | — | $1.8M | 8.0% | |
| Nuveen Lifecycle Index 2060 | — | — | — | $516K | 2.3% | |
| Nuveen Lifecycle Index 2055 | — | — | — | $504K | 2.2% | |
| Putnam Large Cap Growth Fund Y | — | — | — | $417K | 1.8% | |
| Best of America Fixed | — | — | — | $381K | 1.7% | |
| Blackrock 80/20 Target Allocation Fund Inst | — | — | — | $368K | 1.6% | |
| Participant Loans | — | — | — | $361K | 1.6% | |
| Nuveen Lifecycle Index 2020 | — | — | — | $352K | 1.6% | |
| Vanguard Windsor Admiral | — | — | — | $292K | 1.3% | |
| Nuveen Lifecycle Retirement Income Fund Class R6 | — | — | — | $258K | 1.1% | |
| State Street Balanced Index Fund Class K | — | — | — | $169K | 0.7% | |
| Victory Sycamore Established Value Fund I | — | — | — | $137K | 0.6% | |
| Vanguard Total Stock Market Index Fund Admiral | — | — | — | $120K | 0.5% | |
| Nationwide Geneva Small Cap Gowth Inst Svc | — | — | — | $62K | 0.3% | |
| Nuveen Lifecycle Index 2065 | — | — | — | $56K | 0.2% | |
| Vanguard Short-Term Federal Fund Admiral | — | — | — | $54K | 0.2% | |
| Fid 500 Index | — | — | — | $49K | 0.2% | |
| Baird Core Plus Bond Fund Inst | — | — | — | $49K | 0.2% | |
| Fid Us Bd Index | — | — | — | $48K | 0.2% | |
| Principal MidCap Fund R6 | — | — | — | $47K | 0.2% | |
| DFA International Large Cap Growth | — | — | — | $41K | 0.2% | |
| Federated Hermes Government Obligations Fund Premier | — | — | — | $30K | 0.1% | |
| Vanguard Total International Stkindx Admiral | — | — | — | $26K | 0.1% | |
| Vanguard Total International Bd Index Admiral | — | — | — | $25K | 0.1% | |
| Blackrock Strategic Income Oppr I | — | — | — | $24K | 0.1% | |
| Nationwide Bd Inst Svc | — | — | — | $22K | <0.1% | |
| Vanguard Target Retirement 2025 | — | — | — | $21K | <0.1% | |
| American Funds Income Fund Am R6 | — | — | — | $21K | <0.1% | |
| Invesco Mn St Y | — | — | — | $21K | <0.1% | |
| Vanguard Growth Index Fund Admiral | — | — | — | $19K | <0.1% | |
| Vanguard Wellesley Income Fund Admiral | — | — | — | $16K | <0.1% | |
| Trowepr St Bd | — | — | — | $11K | <0.1% | |
| Eupac Fund Class R6 | — | — | — | $11K | <0.1% | |
| JP Morgan Midcap Value R6 | — | — | — | $10K | <0.1% | |
| American Funds New Wld R6 | — | — | — | $6K | <0.1% | |
| Trowepr Scnc Tech | — | — | — | $5K | <0.1% | |
| Artisan International Val Inst | — | — | — | $2K | <0.1% | |
| Cohenstrs Realest Sec Ins | — | — | — | $1K | <0.1% |