· 2022–2024 · DOL EFAST2

MT Vernon Partners Chambers & AU — MT Vernon, Form 5500 (2025)

Original filing (PDF)20260720164454NAL0012088912001

MT Vernon Partners Chambers & AU

Form 5500-SF

FILING_RECEIVED

MT Vernon Partners Chambers & August LLP 401(k) Plan

401(k) retirement plan · MT Vernon Partners Chambers & AU's MT Vernon Partners Chambers & August LLP 401(k) Plan held $95K in plan assets for 26 participants in 2025.

Active participants

26

Accounts w/ balance

17

Plan assets (EOY)

$95K

Net assets (EOY)

$95K

Plan health score

Above-average plan

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

38

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MT VERNON PARTNERS CHAMBERS & AU.

Plan sponsor

Name

MT VERNON PARTNERS CHAMBERS & AU

EIN

83-1304726all filings

Address

1558 COSHOCTON AVE · MOUNT VERNON, OH · 43050

Phone

(614) 517-2182

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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