Original filing (PDF)20250714161527NAL0001765952001

MCBEE & CO, PC

Name: MCBEE & CO, PC — MCBEE & CO, PC 401K PLAN, Form 5500 (2024)
Creator: MCBEE & CO, PC

Form 5500-SF

FILING_RECEIVED

MCBEE & CO, PC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$540K

Net assets (EOY)

$540K

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 (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MCBEE & CO, PC.

Plan sponsor

Name

MCBEE & CO, PC

EIN

03-0494890all filings

Address

718 PAULUS AVE · DALLAS, TX · 75214

Phone

(214) 823-3500

Industry