· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MELLO SALES GROUP, INC. — MELLO SALES GROUP, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250225154659NAL0008405251001
MELLO SALES GROUP, INC.
Form 5500-SF
FILING_RECEIVED
MELLO SALES GROUP, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
12
Accounts w/ balance
15
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MELLO SALES GROUP, INC.
.
Find decision makers
Plan sponsor
Name
MELLO SALES GROUP, INC.
EIN
83-0415092
Address
141A SILVERADO TRAIL · NAPA, CA · 94559
Phone
(707) 257-6451
Industry
All Other Professional Services
· Professional & Technical Services
see 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
2025-02-25
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
APEX INTEGRATED SECURITY SOLUTIONS, INC.
APEX INTEGRATED SECURITY SOLUTIONS, INC. RETIREMENT TRUST
$1.4M · 31 participants
JTS VENTURES, INC. D/B/A JTS HEALTH PARTNERS
JTS HEALTH PARTNERS 401(K) PROFIT SHARING PLAN
$1.4M · 47 participants
WHITE & MACDONALD, LLP
WHITE & MACDONALD, LLP 401(K) PROFIT SHARING PLAN
$1.4M · 2 participants
PROSOURCE360 CONSULTING SERVICES, INC.
PROSOURCE360 CONSULTING SERVICES, INC. PLAN
$1.4M · 49 participants
GODLEY STATION ANIMAL HOSPITAL
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
GODLEY STATION ANIMAL HOSPITAL 401(K) PLAN
$1.4M · 15 participants
BRWEYE INC
BRWEYE, INC DBA INVISION EYE HEALTH 401(K) PLAN
$1.4M · 12 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
