How big is Gary McGee & Co. LLP's plan?

Gary McGee & Co. LLP's plan reported $3.6M in assets and 14 participants for 2024.

Original filing (PDF)20250723113903NAL0008511554001

Gary McGee & Co. LLP

Name: Gary McGee & Co. LLP — Gary McGee & Co. LLP 401(k), Form 5500 (2024)
Creator: Gary McGee & Co. LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gary McGee & Co. LLP 401(k) Plan

401(k) retirement plan · Gary McGee & Co. LLP's Gary McGee & Co. LLP 401(k) Plan held $3.6M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

YEE Lee McGee signed Gary McGee & Co. LLP's 2024 Form 5500 as plan administrator.

YEE Lee McGee — 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

Gary McGee & Co. LLP's EIN is 27-4363029.

EIN 27-4363029

Plan number 001

Plan year 2024

ACK ID 20250723113903NAL0008511554001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Gary McGee & Co. LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Gary McGee & Co. LLP's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GARY MCGEE & CO. LLP.

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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 (89th percentile).

Plan sponsor

Name

GARY MCGEE & CO. LLP

EIN

all filings

Address

1000 S.W. BROADWAY · SUITE 1200 · PORTLAND, OR · 97205

Phone

(503) 222-2515

Industry

CPA Offices· Professional & Technical Services

Plan administrator