How big is Mortensen & Milne Corporation's plan?

Mortensen & Milne Corporation's plan reported $531K in assets and 11 participants for 2024.

Original filing (PDF)20250519162847NAL0001271171001

Mortensen & Milne Corporation

Name: Mortensen & Milne Corporation — Mortensen & Milne, Form 5500 (2024)
Creator: Mortensen & Milne Corporation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mortensen & Milne 401(k) Plan

401(k) retirement plan · Mortensen & Milne Corporation's Mortensen & Milne 401(k) Plan held $531K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$531K

Net assets (EOY)

$531K

People on this filing

Lance Milne signed Mortensen & Milne Corporation's 2024 Form 5500 as plan administrator.

Lance Milne — 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

Mortensen & Milne Corporation's EIN is 92-1734894.

EIN 92-1734894

Plan number 001

Plan year 2024

ACK ID 20250519162847NAL0001271171001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mortensen & Milne Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mortensen & Milne Corporation's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MORTENSEN & MILNE CORPORATION.

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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