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Sponsor portfolio

MUNDIE & CO., INC.

EIN 36-3168649-real estate-Latest filing 2025
Plans
2
Retirement
2
$8K assets
Welfare
0
Participants
2
800 ENTERPRISE DRIVE STE 208 - OAK BROOK, IL 60523847-438-3590LinkedIn1-10 employeesreal estate
Plans on this EIN
2 filings
#002ESOP-$7K - 1 part#001ProfitSharing-$110 - 1 part

Retirement portfolio analytics

2 plans aggregated / $8K assets / 2 participants

Assets by plan

Share of aggregate retirement assets

99%top
  • PLAN AND TRUST (#002)99%
  • PROFIT SHARING PLAN (#001)1%
Total $8KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)1
  • PROFIT SHARING PLAN (#001)1
Total 2Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MUNDIE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$7K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MUNDIE & CO PROFIT SHARING PLAN

ProfitSharing

Assets$110
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MUNDIE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$7K12025
001MUNDIE & CO PROFIT SHARING PLANProfitSharing$11012024
Retirement plans
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