Original filing (PDF)20250908135830NAL0019369105001

DAVID L. MELANCON, DANIEL J. MELANCON, MITCHELL P. THERIOT, ADC

Name: DAVID L. MELANCON, DANIEL J. MELANCON, MITCHELL P. THERIOT, ADC — M M & T 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: DAVID L. MELANCON, DANIEL J. MELANCON, MITCHELL P. THERIOT, ADC

Form 5500-SF

FILING_RECEIVED

M M & T 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DAVID L. MELANCON, DANIEL J. MELANCON, MITCHELL P. THERIOT, ADC.

Plan sponsor

Name

DAVID L. MELANCON, DANIEL J. MELANCON, MITCHELL P. THERIOT, ADC

EIN

72-0836804

Address

102 MYSTIC BLVD. · HOUMA, LA · 70360

Phone

(504) 873-8451

Industry

Offices of Dentists· Health Care & Social Assistancesee 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

2025-09-08

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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