How big is McInnes Agency Inc.'s plan?

McInnes Agency Inc.'s plan reported $90K in assets and 8 participants for 2024.

Original filing (PDF)20250630141332NAL0027703042001

McInnes Agency Inc.

Name: McInnes Agency Inc. — McInnes Agency Inc. 401(k), Form 5500 (2024)
Creator: McInnes Agency Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McInnes Agency Inc. 401(k)

401(k) retirement plan · McInnes Agency Inc.'s McInnes Agency Inc. 401(k) held $90K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$90K

Net assets (EOY)

$90K

People on this filing

Nick Rice signed McInnes Agency Inc.'s 2024 Form 5500 as plan administrator.

Nick Rice — 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

McInnes Agency Inc.'s EIN is 27-3530516.

EIN 27-3530516

Plan number 001

Plan year 2024

ACK ID 20250630141332NAL0027703042001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for McInnes Agency Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

McInnes Agency Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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