# Richard P. Mellon 1965 Trust DC Plan
Source: https://planprovider.pro/companies/richard-p-mellon-1965-trust-plan

> Richard P. Mellon 1965 Trust's DC plan: 8 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 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

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

| 2024|8|$135,438|$11,592|$0|

| 2023|6|$248,048|$9,798|$0|

| 2022|7|$297,608|$13,590|$0|

## Similar Plans

- [Reed Associates, INC.](https://planprovider.pro/companies/reed-associates-inc-plan-003) — 8 participants

- [Constance B. Mellon 1965 Trust](https://planprovider.pro/companies/constance-b-mellon-1965-trust-plan) — 8 participants

- [Seward Prosser Mellon 1965 Trust](https://planprovider.pro/companies/seward-prosser-mellon-1965-trust-plan) — 9 participants

- [In-Speck Corporation](https://planprovider.pro/companies/in-speck-corporation-plan) — 9 participants

- [Laurel Capital Holding Co., INC.](https://planprovider.pro/companies/laurel-capital-holding-co-inc-plan) — 7 participants

- [Foundation For Free Enterprise Education](https://planprovider.pro/companies/foundation-for-free-enterprise-education-plan) — 7 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/richard-p-mellon-1965-trust-plan)

© 2026 PlanProvider.Pro