How big is McCallum, Hoaglund, & McCallum, LLP's plan?

McCallum, Hoaglund, & McCallum, LLP's plan reported $977K in assets and 11 participants for 2024.

Original filing (PDF)20250926193817NAL0012188627001

McCallum, Hoaglund, & McCallum, LLP

Name: McCallum, Hoaglund, & McCallum, LLP — McCallum, Form 5500 (2024)
Creator: McCallum, Hoaglund, & McCallum, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McCallum, Hoaglund, & McCallum, LLP 401(k) Profit Sharing Plan

401(k) retirement plan · McCallum, Hoaglund, & McCallum, LLP's McCallum, Hoaglund, & McCallum, LLP 401(k) Profit Sharing Plan held $977K in plan assets for 11 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$977K

Net assets (EOY)

$977K

Plan identifiers

McCallum, Hoaglund, & McCallum, LLP's EIN is 20-2162092.

EIN 20-2162092

Plan number 001

Plan year 2024

ACK ID 20250926193817NAL0012188627001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for McCallum, Hoaglund, & McCallum, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

McCallum, Hoaglund, & McCallum, LLP's plan includes profit-sharing, a 401(k) feature, 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 MCCALLUM, HOAGLUND, & MCCALLUM, LLP.

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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

Knocking points off