· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MCGINITY & NODAR LLP — MCGINITY & NODAR LLP 401(K) PROFIT SHARING PLAN, Form 5500 (2022) | Form 5500 Search
Back to filter
Original filing (PDF)
20240314175655NAL0038770321001
MCGINITY & NODAR LLP
Form 5500-SF
FILING_RECEIVED
MCGINITY & NODAR LLP 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
6
Plan assets (EOY)
$6.6M
Net assets (EOY)
$6.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MCGINITY & NODAR LLP
.
Find decision makers
Plan sponsor
Name
MCGINITY & NODAR LLP
EIN
20-4117462
Address
11300 W. OLYMPIC BOULEVARD, STE 620 · LOS ANGELES, CA · 900641644
Phone
(310) 481-0040
Industry
CPA Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-06-01
Tax period
2023-05-31
Filed
2024-03-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size CPA Offices plans
GALINDEZ LLC
GALINDEZ LLC RETIREMENT PLAN
$6.6M · 76 participants
MILLER & COMPANY, LLP
MILLER & COMPANY, LLP DEFINED BENEFIT PLAN
$6.6M · 11 participants
TINSLEY & TERRY CPAS PA
TINSLEY & TERRY CPAS PA 401(K) PROFIT SHARING PLAN & TRUST
$6.6M · 16 participants
THE HECHTMAN GROUP, LLC
THE HECHTMAN GROUP, LLC 401(K) PLAN & TRUST
$6.6M · 37 participants
THE WHITLOCK COMPANY, LLP
THE WHITLOCK COMPANY 401(K) PSP
$6.6M · 45 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
WTA, P.C.
WTA, P.C. PROFIT SHARING PLAN
$6.6M · 45 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
