How big is Mitchell, Brown and Associates, LLC's plan?

Mitchell, Brown and Associates, LLC's plan reported $1.3M in assets and 9 participants for 2024.

Original filing (PDF)20250711175840NAL0006531985001

Mitchell, Brown and Associates, LLC

Name: Mitchell, Brown and Associates, LLC — Mitchell, Form 5500 (2024)
Creator: Mitchell, Brown and Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mitchell, Brown & Associates, LLC Safe Harbor 401(k) Plan

401(k) retirement plan · Mitchell, Brown and Associates, LLC's Mitchell, Brown & Associates, LLC Safe Harbor 401(k) Plan held $1.3M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Mitchell, Brown and Associates, LLC's EIN is 84-4104927.

EIN 84-4104927

Plan number 001

Plan year 2024

ACK ID 20250711175840NAL0006531985001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mitchell, Brown and Associates, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mitchell, Brown and Associates, LLC'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 MITCHELL, BROWN AND ASSOCIATES, LLC.

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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