Original filing (PDF)20250403093726NAL0010126673001

THE MACH CHARITABLE TRUST

Name: THE MACH CHARITABLE TRUST — THE MACH CHARITABLE TRUST 401K PLAN, Form 5500 (2024)
Creator: THE MACH CHARITABLE TRUST

Form 5500-SF

FILING_RECEIVED

THE MACH CHARITABLE TRUST 401K PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$607K

Net assets (EOY)

$607K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE MACH CHARITABLE TRUST.

Plan sponsor

Name

THE MACH CHARITABLE TRUST

EIN

81-3581364

Address

4423 NW 23RD TERRACE · SUITE 1 AND 2 · GAINESVILLE, FL · 32606

Phone

(352) 870-1545

Industry

Finance & Insurancesee 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

2025-04-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

OFFICE OF THE STANDING CHAPTER 13 TRUSTEE, TRACY L. UPDIKE

CHAPTER 13 TRUSTEE 401(K) PLAN

$615K · 11 participants

WESTERN RESERVE TRUST COMPANY

WESTERN RESERVE TRUST COMPANY 401(K) PLAN

$617K · 19 participants

TI-TRUST, INC.

TI-TRUST HEALTH & WELFARE PLAN

$617K · 51 participants

M4J2 LLC

M4J2 401(K) PLAN

$620K · 9 participants

HUNTINGTON KRAUS FINANCIAL GROUP LLC

HUNTINGTON KRAUS FINANCIAL GROUP LLC 401(K) PLAN

$622K · 6 participants