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Original filing (PDF)20251210160133NAL0005740786001

MCNEESE TITLE LLC

Form 5500-SF
FILING_RECEIVED
MCNEESE TITLE LLC 401K PLAN
401(k) retirement plan
Signals · 1
Late filing · 0.8 mo
Active participants
13
Accounts w/ balance
21
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
Plan health score (directional)
88
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
97
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
  • Filed 0.8 months past the 10.5-month grace window.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCNEESE TITLE LLC.
Plan sponsor
Name
MCNEESE TITLE LLC
EIN
02-0680055
Address
42 BUSINESS CENTRE DRIVE · SUITE 106 · MIRAMAR BEACH, FL · 32550
Phone
(850) 337-4242
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-12-10
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
Trustee / custodian
Trustee phone
Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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