How big is McIlwain Charters, Inc.'s plan?

McIlwain Charters, Inc.'s plan reported $643K in assets and 334 participants for 2024.

Original filing (PDF)20250515091823NAL0013323987001

McIlwain Charters, Inc.

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

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · McIlwain Charters, Inc. held $643K in plan assets for 334 participants in 2024.

Signals · 1

No auditor on file

Active participants

334

Accounts w/ balance

Plan assets (EOY)

$643K

Net assets (EOY)

$643K

Plan identifiers

McIlwain Charters, Inc.'s EIN is 25-1458964.

EIN 25-1458964

Plan number 001

Plan year 2024

ACK ID 20250515091823NAL0013323987001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MCILWAIN CHARTERS, INC..

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score