How big is Macalpine Carll & Co., LLC's plan?

Macalpine Carll & Co., LLC's plan reported $5.1M in assets and 6 participants for 2024.

Original filing (PDF)20251009112631NAL0006909585001

Macalpine Carll & Co., LLC

Name: Macalpine Carll & Co., LLC — Macalpine Carll & Co., Form 5500 (2024)
Creator: Macalpine Carll & Co., LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Macalpine Carll & Co., LLC 401(k) Plan

401(k) retirement plan · Macalpine Carll & Co., LLC's Macalpine Carll & Co., LLC 401(k) Plan held $5.1M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

People on this filing

Charles Adams signed Macalpine Carll & Co., LLC's 2024 Form 5500 as plan administrator.

Charles Adams — 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

Macalpine Carll & Co., LLC's EIN is 23-3025433.

EIN 23-3025433

Plan number 001

Plan year 2024

ACK ID 20251009112631NAL0006909585001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Macalpine Carll & Co., LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MACALPINE CARLL & CO., 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

MACALPINE CARLL & CO., LLC

EIN

all filings

Address

530 WALNUT ST STE 1180 · PHILADELPHIA, PA · 191063645

Phone

(215) 923-1101

Industry

CPA Offices· Professional & Technical Services

Plan administrator