How big is MR & Company's plan?

MR & Company's plan reported $798K in assets and 5 participants for 2024.

Original filing (PDF)20250926155038NAL0012005795001

MR & Company

Name: MR & Company — MR & Company 401(k) Plan, Form 5500 (2024)
Creator: MR & Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

MR & Company 401(k) Plan

401(k) retirement plan · MR & Company's MR & Company 401(k) Plan held $798K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$798K

Net assets (EOY)

$798K

People on this filing

Matthew Pelletier signed MR & Company's 2024 Form 5500 as plan administrator.

Matthew Pelletier — 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

MR & Company's EIN is 81-0496200.

EIN 81-0496200

Plan number 001

Plan year 2024

ACK ID 20250926155038NAL0012005795001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for MR & Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

MR & Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MR & COMPANY.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).

Plan sponsor

Name

MR & COMPANY

DBA

270 E PARK ST

EIN

all filings

Address

270 E PARK ST STE 1 · BUTTE, MT · 597011808

Phone

(406) 723-3266

Industry

CPA Offices· Professional & Technical Services

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

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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