How big is Macdonald and Associates' plan?

Macdonald and Associates' plan reported $1.0M in assets and 4 participants for 2025.

Original filing (PDF)20260225153815NAL0008427282001

Macdonald and Associates

Name: Macdonald and Associates — Macdonald and Associates, Form 5500 (2025)
Creator: Macdonald and Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Macdonald and Associates Retirement Plan

401(k) retirement plan · Macdonald and Associates' Macdonald and Associates Retirement Plan held $1.0M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

Macdonald and Associates' EIN is 26-3299184.

EIN 26-3299184

Plan number 001

Plan year 2025

ACK ID 20260225153815NAL0008427282001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Macdonald and Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Macdonald and Associates' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

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 (85th percentile).

Plan sponsor

Name

MACDONALD AND ASSOCIATES

EIN

all filings

Address

1955 SOUTH ROAD · SUITE 3 · POUGHKEEPSIE, NY · 12601

Phone

(845) 298-0451

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator