How big is James McDonald Associate's plan?

James McDonald Associate's plan reported $1.4M in assets and 12 participants for 2024.

Original filing (PDF)20250701080222NAL0006618387001

James McDonald Associate

Name: James McDonald Associate — James McDonald Associate, Form 5500 (2024)
Creator: James McDonald Associate
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James McDonald Associate 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · James McDonald Associate's James McDonald Associate 401(k) Profit Sharing Plan and Trust held $1.4M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

James McDonald signed James McDonald Associate's 2024 Form 5500 as plan administrator.

James McDonald — 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

James McDonald Associate's EIN is 27-0851707.

EIN 27-0851707

Plan number 001

Plan year 2024

ACK ID 20250701080222NAL0006618387001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for James McDonald Associate from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

James McDonald Associate's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES MCDONALD ASSOCIATE.

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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