Richard P. Mellon 1965 Trust DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Richard P. Mellon 1965 Trust
  • Sponsor EIN: 256072939
  • Sponsor Address: PO BOX 945, LIGONIER, PA, 15658
  • Plan Type: DC
  • Total Participants: 8
  • Total Assets: $135,438

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.
20248$135,438$11,592$0
20236$248,048$9,798$0
20227$297,608$13,590$0

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