How big is McBroom & Associates, LLC.'s plan?

McBroom & Associates, LLC.'s plan reported $269K in assets and 4 participants for 2024.

Original filing (PDF)20250617154452NAL0004099522001

McBroom & Associates, LLC.

Name: McBroom & Associates, LLC. — McBroom & Associates, Form 5500 (2024)
Creator: McBroom & Associates, LLC.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McBroom & Associates 401(k) Plan

401(k) retirement plan · McBroom & Associates, LLC.'s McBroom & Associates 401(k) Plan held $269K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$269K

Net assets (EOY)

$269K

Plan identifiers

McBroom & Associates, LLC.'s EIN is 27-2210018.

EIN 27-2210018

Plan number 001

Plan year 2024

ACK ID 20250617154452NAL0004099522001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for McBroom & Associates, LLC. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

McBroom & Associates, 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 MCBROOM & ASSOCIATES, 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