How big is J. A. McDonald, Inc.'s plan?

J. A. McDonald, Inc.'s plan reported $4.7M in assets and 32 participants for 2024.

Original filing (PDF)20251011114254NAL0019994450001

J. A. McDonald, Inc.

Name: J. A. McDonald, Inc. — J.A. McDonald, Inc. Employee, Form 5500 (2024)
Creator: J. A. McDonald, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

J.A. McDonald, Inc. Employee Retirement Plan

401(k) retirement plan · J. A. McDonald, Inc.'s J.A. McDonald, Inc. Employee Retirement Plan held $4.7M in plan assets for 32 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

Plan identifiers

J. A. McDonald, Inc.'s EIN is 03-0273850.

EIN 03-0273850

Plan number 001

Plan year 2024

ACK ID 20251011114254NAL0019994450001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for J. A. McDonald, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

J. A. McDonald, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for J. A. MCDONALD, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

J. A. MCDONALD, INC.

EIN

all filings

Address

46 THREE MILE BRIDGE ROAD · MIDDLESEX, VT · 05602

Phone

(802) 223-5288

Industry

Construction

Plan administrator