Original filing (PDF)20250710075912NAL0005327105001

MITCHELL TREE COMPANY LLC

Name: MITCHELL TREE COMPANY LLC — MITCHELL TREE COMPANY LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: MITCHELL TREE COMPANY LLC

Form 5500-SF

FILING_RECEIVED

MITCHELL TREE COMPANY LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6K

Net assets (EOY)

$6K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MITCHELL TREE COMPANY LLC.

Plan sponsor

Name

MITCHELL TREE COMPANY LLC

EIN

86-1181055

Address

4315 MEYER RD · FORT WAYNE, IN · 468062817

Phone

(260) 494-8387

Industry

Other Services (ex. Public Admin)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

2025-07-10

Pension benefit codes

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)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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