How big is McDonnell & Associates PA's plan?

McDonnell & Associates PA's plan reported $952K in assets and 18 participants for 2025.

Original filing (PDF)20260319133057NAL0005020608001

McDonnell & Associates PA

Name: McDonnell & Associates PA — McDonnell and, Form 5500 (2025)
Creator: McDonnell & Associates PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McDonnell and Associates, PA Retirement Plan

401(k) retirement plan · McDonnell & Associates PA's McDonnell and Associates, PA Retirement Plan held $952K in plan assets for 18 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$952K

Net assets (EOY)

$952K

Plan identifiers

McDonnell & Associates PA's EIN is 20-0043908.

EIN 20-0043908

Plan number 002

Plan year 2025

ACK ID 20260319133057NAL0005020608001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for McDonnell & Associates PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

McDonnell & Associates PA's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MCDONNELL & ASSOCIATES PA.

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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