How big is McPhee Associates, Inc.'s plan?

McPhee Associates, Inc.'s plan reported $1.1M in assets and 19 participants for 2025.

Original filing (PDF)20260316162039NAL0001296145001

McPhee Associates, Inc.

Name: McPhee Associates, Inc. — McPhee Associates, Form 5500 (2025)
Creator: McPhee Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McPhee Associates Retirement Plan

401(k) retirement plan · McPhee Associates, Inc.'s McPhee Associates Retirement Plan held $1.1M in plan assets for 19 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Robert McPhee signed McPhee Associates, Inc.'s 2025 Form 5500 as plan administrator.

Robert McPhee — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

McPhee Associates, Inc.'s EIN is 04-2699920.

EIN 04-2699920

Plan number 001

Plan year 2025

ACK ID 20260316162039NAL0001296145001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for McPhee Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Above-average plan

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