How big is Mitlin Financial, Inc.'s plan?

Mitlin Financial, Inc.'s plan reported $59K in assets and 4 participants for 2024.

Original filing (PDF)20251009160703NAL0011354144001

Mitlin Financial, Inc.

Name: Mitlin Financial, Inc. — Mitlin Financial, Inc., Form 5500 (2024)
Creator: Mitlin Financial, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mitlin Financial, Inc. 401(k) Plan

401(k) retirement plan · Mitlin Financial, Inc.'s Mitlin Financial, Inc. 401(k) Plan held $59K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$59K

Net assets (EOY)

$59K

People on this filing

Richard Tatum signed Mitlin Financial, Inc.'s 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Mitlin Financial, Inc.'s EIN is 86-1116750.

EIN 86-1116750

Plan number 001

Plan year 2024

ACK ID 20251009160703NAL0011354144001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mitlin Financial, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mitlin Financial, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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