Original filing (PDF)20231016102926NAL0024530787001

REGAN AND MCLAUD PC

Name: REGAN AND MCLAUD PC — REGAN AND MCLAUD PC 401K PLAN, Form 5500 (2022)
Creator: REGAN AND MCLAUD PC

Form 5500-SF

FILING_RECEIVED

REGAN AND MCLAUD PC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$629K

Net assets (EOY)

$629K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Decision-maker contacts

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

Plan sponsor

Name

REGAN AND MCLAUD PC

EIN

16-1374495all filings

Address

55 CANTERBURY ROAD · ROCHESTER, NY · 146073436

Phone

(585) 271-1500

Industry