How big is McManimon, Scotland & Baumann LLC's plan?

McManimon, Scotland & Baumann LLC's plan reported $49.0M in assets and 85 participants for 2024.

Original filing (PDF)20250424123013NAL0007166753001

McManimon, Scotland & Baumann LLC

Name: McManimon, Scotland & Baumann LLC — McManimon, Form 5500 (2024)
Creator: McManimon, Scotland & Baumann LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McManimon, Scotland & Baumann LLC Retirement Savings Plan

401(k) retirement plan · McManimon, Scotland & Baumann LLC's McManimon, Scotland & Baumann LLC Retirement Savings Plan held $49.0M in plan assets for 85 participants in 2024.

Active participants

Accounts w/ balance

109

Plan assets (EOY)

$49.0M

Net assets (EOY)

$49.0M

People on this filing

Jeffrey Sherry signed McManimon, Scotland & Baumann LLC's 2024 Form 5500 as plan administrator.

Jeffrey Sherry — 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

McManimon, Scotland & Baumann LLC's EIN is 22-2837091.

EIN 22-2837091

Plan number 001

Plan year 2024

ACK ID 20250424123013NAL0007166753001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for McManimon, Scotland & Baumann LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

McManimon, Scotland & Baumann LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 MCMANIMON, SCOTLAND & BAUMANN 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