Back to filter
Original filing (PDF)20250514174032NAL0014287859001
MCEVOY LTD
Form 5500-SF
FILING_RECEIVED
MCEVOY LTD 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
6
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCEVOY LTD.
Plan sponsor
Name
MCEVOY LTD
EIN
16-0971918
Address
1613 STATE STREET · WATERTOWN, NY · 136010000
Phone
(315) 782-3900
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee 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
2025-05-14
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Insurance Agencies & Brokerages plans
MEL BUTTERFIELD & SON INSURANCE AGE
MEL BUTTERFIELD & SON INSURANCE AGENCY, INC.
$1.2M · 4 participants
TEJ AGENCY, INC.
TEJ CORPORATION CASH BALANCE PLAN
$1.2M · 26 participants
MITCHELL L. PHILLIPS
MITCHELL L. PHILLIPS 401(K) PLAN
$1.2M · 4 participants
HOFMEISTER INSURANCE AGENCY, INC.
HOFMEISTER AGENCY SAVINGS AND RETIREMENT PLAN
$1.2M · 12 participants
NORTHWEST INSURANCE NETWORK, INC.
NORTHWEST INSURANCE NETWORK, INC.
$1.2M · 91 participants
FRANK J WALTERS ASSOCIATES, INC.
FRANK J WALTERS ASSOCIATES, INC. DEFERRED PROFIT SHARING PLAN
$1.2M · 2 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