How big is McAuliffe & McAuliffe Holdings' plan?

McAuliffe & McAuliffe Holdings' plan reported $1.4M in assets and 9 participants for 2025.

Original filing (PDF)20260413135943NAL0018150608001

McAuliffe & McAuliffe Holdings

Name: McAuliffe & McAuliffe Holdings — McAuliffe &, Form 5500 (2025)
Creator: McAuliffe & McAuliffe Holdings
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McAuliffe & McAuliffe Holdings 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · McAuliffe & McAuliffe Holdings' McAuliffe & McAuliffe Holdings 401(k) Profit Sharing Plan & Trust held $1.4M in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Jason McAuliffe signed McAuliffe & McAuliffe Holdings' 2025 Form 5500 as plan administrator.

Jason McAuliffe — 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

McAuliffe & McAuliffe Holdings' EIN is 26-3581657.

EIN 26-3581657

Plan number 001

Plan year 2025

ACK ID 20260413135943NAL0018150608001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for McAuliffe & McAuliffe Holdings from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

McAuliffe & McAuliffe Holdings' 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 MCAULIFFE & MCAULIFFE HOLDINGS.

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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

Knocking points off