Original filing (PDF)20240924152234NAL0023244832001

M.J. MCTISH & ASSOCIATES

Name: M.J. MCTISH & ASSOCIATES — MCTISH, KUNKEL AND ASSOCIATES 401(K) PROFIT, Form 5500 (2023)
Creator: M.J. MCTISH & ASSOCIATES

Form 5500

FILING_RECEIVED

MCTISH, KUNKEL AND ASSOCIATES 401(K) PROFIT

401(k) retirement plan

Signals · 2

Late filing · 1.2 moCorrective distributions issued

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 1.2 months past the 10.5-month grace window.
Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for M.J. MCTISH & ASSOCIATES.

Plan sponsor

Name

M.J. MCTISH & ASSOCIATES

DBA

MCTISH, KUNKEL AND ASSOCIATES

EIN

23-1982094

Address

3500 WINCHESTER ROAD · SUITE 300 · ALLENTOWN, PA · 18104

Phone

(610) 841-2700

Industry

Engineering Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-10-04

Filed

2024-09-24

Pension benefit codes

2S · Automatic enrollment

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE VANGUARD GROUP, INC.	23-1945930	—	NONE	$11K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
LPL FINANCIAL RPCP	04-3046611	—	NONE	$17K	—

Investments

1 pooled fund· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.