How big is McFawn Financial Services Group LLC's plan?

McFawn Financial Services Group LLC's plan reported $3.1M in assets and 7 participants for 2025.

Original filing (PDF)20260514061758NAL0006771331001

McFawn Financial Services Group LLC

Name: McFawn Financial Services Group LLC — McFawn Financi, Form 5500 (2025)
Creator: McFawn Financial Services Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McFawn Financial Services Group LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · McFawn Financial Services Group LLC's McFawn Financial Services Group LLC 401(k) Profit Sharing Plan & Trust held $3.1M in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

Dale L White signed McFawn Financial Services Group LLC's 2025 Form 5500 as plan administrator.

Dale L White — 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

McFawn Financial Services Group LLC's EIN is 26-2759523.

EIN 26-2759523

Plan number 001

Plan year 2025

ACK ID 20260514061758NAL0006771331001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for McFawn Financial Services Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

McFawn Financial Services Group 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 MCFAWN FINANCIAL SERVICES GROUP 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