How big is McDonald Partners LLC's plan?

McDonald Partners LLC's plan reported $7.5M in assets and 34 participants for 2024.

Original filing (PDF)20250715113407NAL0002837776001

McDonald Partners LLC

Name: McDonald Partners LLC — McDonald Partners LLC 401(k), Form 5500 (2024)
Creator: McDonald Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McDonald Partners LLC 401(k) Plan

401(k) retirement plan · McDonald Partners LLC's McDonald Partners LLC 401(k) Plan held $7.5M in plan assets for 34 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.5M

Net assets (EOY)

$7.5M

People on this filing

Arnold McDonald signed McDonald Partners LLC's 2024 Form 5500 as plan administrator.

Arnold McDonald — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

McDonald Partners LLC's EIN is 20-2714559.

EIN 20-2714559

Plan number 001

Plan year 2024

ACK ID 20250715113407NAL0002837776001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for McDonald Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

McDonald Partners LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MCDONALD PARTNERS LLC.

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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