How big is George McCall's plan?

George McCall's plan reported $217K in assets and 2 participants for 2024.

Original filing (PDF)20250903164950NAL0009530563001

George McCall

Name: George McCall — George McCall DBA Investment, Form 5500 (2024)
Creator: George McCall
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

George McCall DBA Investment Advisory Group 401(k) Plan

401(k) retirement plan · George McCall's George McCall DBA Investment Advisory Group 401(k) Plan held $217K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$217K

Net assets (EOY)

$217K

Plan identifiers

George McCall's EIN is 04-3420668.

EIN 04-3420668

Plan number 003

Plan year 2024

ACK ID 20250903164950NAL0009530563001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for George McCall from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

George McCall'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 GEORGE MCCALL.

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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