· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MCPHILLIPS, FITZGERALD AND CULLUM — MCPHILLIPS, FITZGERALD AND CULLUM LLP PROFIT SHARING 401K PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250725093342NAL0006440161001
MCPHILLIPS, FITZGERALD AND CULLUM
Form 5500-SF
FILING_RECEIVED
MCPHILLIPS, FITZGERALD AND CULLUM LLP PROFIT SHARING 401K PLAN
401(k) retirement plan
Active participants
29
Accounts w/ balance
37
Plan assets (EOY)
$6.3M
Net assets (EOY)
$6.3M
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
MCPHILLIPS, FITZGERALD AND CULLUM
.
Find decision makers
Plan sponsor
Name
MCPHILLIPS, FITZGERALD AND CULLUM
EIN
14-1460021
Address
288 GLEN STREET · GLENS FALLS, NY · 12801
Phone
(518) 792-1174
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
DELACEY, RIEBEL & SHINDELL, LLP
DELACEY, RIEBEL & SHINDELL, LLP 401(K) PROFIT SHARING PLAN
$6.3M · 28 participants
MURPHY, LAMERE AND MURPHY, P.C.
MURPHY, LAMERE AND MURPHY, P.C. PROFIT SHARING AND 401(K) RETIREMENT PLAN
$6.3M · 13 participants
LAPE MANSFIELD NAKASIAN & GIBSON, L LC
LMNG 401(K) PROFIT SHARING PLAN
$6.3M · 6 participants
HARRY JHO LLC
HARRY JHO LLC 401(K) P/S PLAN
$6.3M · 22 participants
ROMANO STANCROFF, P.C.
ROMANO STANCROFF, P.C. 401(K) PROFIT SHARING PLAN AND TRUST
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$6.3M · 19 participants
PARKER, POLLARD, WILTON & PEADEN, P.C.
PARKER, POLLARD, WILTON & PEADEN, P. C. 401(K)
$6.3M · 25 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B
