How big is Evan McCord Special Needs Trust's plan?

Evan McCord Special Needs Trust's plan reported $464K in assets and 2 participants for 2022.

Original filing (PDF)20231005135106NAL0029235360001

Evan McCord Special Needs Trust

Name: Evan McCord Special Needs Trust — Evan McCord, Form 5500 (2022)
Creator: Evan McCord Special Needs Trust
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Evan McCord Special Needs Trust Profit Sharing Plan

401(k) retirement plan · Evan McCord Special Needs Trust's Evan McCord Special Needs Trust Profit Sharing Plan held $464K in plan assets for 2 participants in 2022.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$464K

Net assets (EOY)

$464K

Plan identifiers

Evan McCord Special Needs Trust's EIN is 27-6995678.

EIN 27-6995678

Plan number 001

Plan year 2022

ACK ID 20231005135106NAL0029235360001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Evan McCord Special Needs Trust from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Evan McCord Special Needs Trust's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EVAN MCCORD SPECIAL NEEDS TRUST.

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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