Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MENDEL MONEY MANAGEMENT, INC.
EIN 36-3635576financial servicesLatest filing 2025
Plans
2
Retirement
2
$18.4M assets
Welfare
0
Participants
12
1200 SHERMER ROAD, SUITE 216 - NORTHBROOK, IL 60062847-564-0970mendelmoney.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $18.4M assets / 12 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MENDEL MONEY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$18.2M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MENDEL MONEY MANAGEMENT, INC. PENSION PLAN
TraditionalDB
Assets$148K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MENDEL MONEY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN | 401k | $18.2M | 7 | 2025 | |
| 002 | MENDEL MONEY MANAGEMENT, INC. PENSION PLAN | TraditionalDB | $148K | 5 | 2025 |
Retirement plans