Original filing (PDF)20230322100526NAL0028575665001

TODD MITCHELL ASSOCIATES LLC

Name: TODD MITCHELL ASSOCIATES LLC — TODD MITCHELL ASSOCIATES LLC 401K PLAN, Form 5500 (2022)
Creator: TODD MITCHELL ASSOCIATES LLC

Form 5500-SF

FILING_RECEIVED

TODD MITCHELL ASSOCIATES LLC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$672K

Net assets (EOY)

$672K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

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

Plan sponsor

Name

TODD MITCHELL ASSOCIATES LLC

EIN

88-3810442

Address

8091 RED JASPER LANE · APT 626 · DELRAY BEACH, FL · 33446

Phone

(516) 365-2200

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-03-22

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Admin Support & Waste Mgmt plans

NICK STRIMBU, INC.

NICK STRIMBU, INC. TEAMSTERS LOCAL 261 RETIREMENT PLAN

$672K · 77 participants

EXEDE SEARCH PARTNERS

EXEDE SEARCH PARTNERS RETIREMENT SAVINGS PLAN

$674K · 4 participants

HOPE ENTERPRISES, INC.

HOPE ENTERPRISES, INC. 401(K) RETIREMENT PLAN

$674K · 4 participants

ESP OF CHICAGO, INC.

ESP OF CHICAGO, INC. 401(K) PLAN

$674K · 7 participants

INTERTEC CONSULTING, LLC

INTERTEC CONSULTING 401(K) PLAN

$670K · 56 participants