How big is Regan and McLaud PC's plan?

Regan and McLaud PC's plan reported $629K in assets and 2 participants for 2022.

Original filing (PDF)20231016102926NAL0024530787001

Regan and McLaud PC

Name: Regan and McLaud PC — Regan and McLaud PC 401(k), Form 5500 (2022)
Creator: Regan and McLaud PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Regan and McLaud PC 401(k) Plan

401(k) retirement plan · Regan and McLaud PC's Regan and McLaud PC 401(k) Plan held $629K in plan assets for 2 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$629K

Net assets (EOY)

$629K

Plan identifiers

Regan and McLaud PC's EIN is 16-1374495.

EIN 16-1374495

Plan number 001

Plan year 2022

ACK ID 20231016102926NAL0024530787001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Regan and McLaud PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Regan and McLaud PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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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

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).

Plan sponsor

Name

REGAN AND MCLAUD PC

EIN

all filings

Address

55 CANTERBURY ROAD · ROCHESTER, NY · 146073436

Phone

(585) 271-1500

Industry

Law Offices· Professional & Technical Services

Plan administrator