· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MCLEOD, WESCHLER & YEAGER, PC — MCLEOD, WESCHLER & YEAGER, PC PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250711074135NAL0016862210001
MCLEOD, WESCHLER & YEAGER, PC
Form 5500-SF
FILING_RECEIVED
MCLEOD, WESCHLER & YEAGER, PC PROFIT SHARING PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
15
Plan assets (EOY)
$5.6M
Net assets (EOY)
$5.6M
Plan health score (directional)
89
/ 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
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MCLEOD, WESCHLER & YEAGER, PC
.
Find decision makers
Plan sponsor
Name
MCLEOD, WESCHLER & YEAGER, PC
EIN
03-0442425
Address
141 W PATRICK ST FL 1 · FREDERICK, MD · 217015957
Phone
(301) 631-0592
Industry
Law Offices
· Professional & Technical Services
see 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
2025-07-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
SPEAR, GREENFIELD & RICHMAN, P.C.
SPEAR & GREENFIELD, P.C. SAFE HARBOR 401 (K) PROFIT SHARING PLAN
$5.6M · 42 participants
WALSH MARKUS MCDOUGAL & DEBELLIS LLP
WALSH MARKUS MCDOUGAL & DEBELLIS LLP 401(K) PLAN
$5.6M · 13 participants
CAESAR AND NAPOLI, PC
CAESAR AND NAPOLI, PC RETIREMENT PLAN AND TRUST AND 401(K)
$5.6M · 20 participants
WRIGHT CALIMERI, PLLC
WRIGHT CALIMERI, PLLC 401(K) PLAN
$5.6M · 8 participants
REGAN, ZAMBRI & LONG, PLLC
REGAN, ZAMBRI & LONG, PLLC PROFIT SHARING PLAN
100
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$5.6M · 17 participants
GUBB & BARSHAY LLP
GUBB & BARSHAY LLP 401(K) PLAN
$5.6M · 15 participants
Large plans in Maryland
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN
$51.4B · 94,445 participants
T. ROWE PRICE TRUST COMPANY
T. ROWE PRICE INSTITUTIONAL COMMON TRUST FUND, T. ROWE PRICE GROWTH STOCK TRUST
$36.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2040 TRUST
$35.2B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST
$35.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. VALUE EQUITY TRUST
$32.2B
