R. K. Mellon Family Foundation DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: R. K. Mellon Family Foundation
  • Sponsor EIN: 251356145
  • Sponsor Address: PO BOX 945, LIGONIER, PA, 15658
  • Plan Type: DC
  • Total Participants: 10
  • Total Assets: $812,267

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202410$812,267$50,005$0
202310$1.0M$53,879$0
202211$892,313$51,267$0

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