# Richard P. Mellon 1940 Trust DC Plan
Source: https://planprovider.pro/companies/richard-p-mellon-1940-trust-plan

> Richard P. Mellon 1940 Trust's DC plan: 12 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Richard P. Mellon 1940 Trust

- **Sponsor EIN:** 256017441

- **Sponsor Address:** PO BOX 945, LIGONIER, PA, 15658

- **Plan Type:** DC

- **Total Participants:** 12

- **Total Assets:** $307,632

## 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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|12|$307,632|$23,518|$0|

| 2023|10|$417,851|$19,898|$0|

| 2022|13|$510,723|$25,189|$0|

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