What public Form 5500 filings show about the George McElroy & Associates Inc. 401(k) plan — and how to find and check your own account.
George McElroy & Associates Inc. (EIN 75-2002658) reports GEORGE MCELROY & ASSOCIATES SAVINGS PLAN on its most recent Form 5500, with $490K in plan assets across 14 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full George McElroy & Associates Inc. filing — schedules, fees, and providers.
George McElroy & Associates Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask George McElroy & Associates Inc.HR for the recordkeeper’s name and login.
