How big is McPhillips, Fitzgerald and Cullum's plan?

McPhillips, Fitzgerald and Cullum's plan reported $6.3M in assets and 29 participants for 2024.

Original filing (PDF)20250725093342NAL0006440161001

McPhillips, Fitzgerald and Cullum

Name: McPhillips, Fitzgerald and Cullum — McPhillips, Form 5500 (2024)
Creator: McPhillips, Fitzgerald and Cullum
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McPhillips, Fitzgerald and Cullum LLP Profit Sharing 401(k) Plan

401(k) retirement plan · McPhillips, Fitzgerald and Cullum's McPhillips, Fitzgerald and Cullum LLP Profit Sharing 401(k) Plan held $6.3M in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.3M

Net assets (EOY)

$6.3M

People on this filing

Dennis O'CONNOR signed McPhillips, Fitzgerald and Cullum's 2024 Form 5500 as plan administrator.

Dennis O'CONNOR — 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

McPhillips, Fitzgerald and Cullum's EIN is 14-1460021.

EIN 14-1460021

Plan number 002

Plan year 2024

ACK ID 20250725093342NAL0006440161001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for McPhillips, Fitzgerald and Cullum from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

McPhillips, Fitzgerald and Cullum's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MCPHILLIPS, FITZGERALD AND CULLUM.

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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