How big is McCoubrey/Overholser, Inc.'s plan?

McCoubrey/Overholser, Inc.'s plan reported $1.7M in assets and 10 participants for 2024.

Original filing (PDF)20250630092821NAL0010948497001

McCoubrey/Overholser, Inc.

Name: McCoubrey/Overholser, Inc. — McCoubrey/Overholser, Form 5500 (2024)
Creator: McCoubrey/Overholser, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McCoubrey/Overholser, Inc. 401(k) Retirement Plan

401(k) retirement plan · McCoubrey/Overholser, Inc.'s McCoubrey/Overholser, Inc. 401(k) Retirement Plan held $1.7M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

McCoubrey/Overholser, Inc.'s EIN is 23-2559781.

EIN 23-2559781

Plan number 001

Plan year 2024

ACK ID 20250630092821NAL0010948497001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for McCoubrey/Overholser, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

McCoubrey/Overholser, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

MCCOUBREY/OVERHOLSER, INC.

EIN

all filings

Address

6839 GERMANTOWN AVENUE · PHILADELPHIA, PA · 19119

Phone

(215) 844-9060

Industry

Construction

Plan administrator