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Original filing (PDF)20250201182927NAL0002379043001
MCCUNE WRIGHT AREVALO, LLP
Form 5500-SF
FILING_RECEIVED
MCCUNE & WRIGHT, L.L.P. 401K PROFIT SHARING PLAN
Defined-contribution retirement plan
Signals · 1
Late filing · 26.5 mo
Active participants
74
Accounts w/ balance
74
Plan assets (EOY)
$6.9M
Net assets (EOY)
$6.9M
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 26.5 months past the 10.5-month grace window.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCCUNE WRIGHT AREVALO, LLP.
Plan sponsor
Name
MCCUNE WRIGHT AREVALO, LLP
EIN
20-8972973
Address
3281 E. GUASTI ROAD · SUITE 100 · ONTARIO, CA · 91761
Phone
(909) 557-1250
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2021-01-01
Tax period
2021-12-31
Filed
2025-02-01
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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