How big is McPhail Associates, LLC's plan?

McPhail Associates, LLC's plan reported $21.7M in assets and 54 participants for 2025.

Original filing (PDF)20260205125019NAL0005055217001

McPhail Associates, LLC

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

Form 5500-SF

FILING_RECEIVED

McPhail Associates, LLC Profit Sharing Retirement Plan

401(k) retirement plan · McPhail Associates, LLC's McPhail Associates, LLC Profit Sharing Retirement Plan held $21.7M in plan assets for 54 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$21.7M

Net assets (EOY)

$21.7M

Plan identifiers

McPhail Associates, LLC's EIN is 04-3131850.

EIN 04-3131850

Plan number 001

Plan year 2025

ACK ID 20260205125019NAL0005055217001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

McPhail Associates, LLC'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 MCPHAIL ASSOCIATES, LLC.

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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