Back to filter
Original filing (PDF)20250528101329NAL0006448833001
MJPT II & ASSOCIATES, LTD.
Form 5500-SF
FILING_RECEIVED
MCDONALD'S FRANCHISEE 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
174
Accounts w/ balance
74
Plan assets (EOY)
$5.7M
Net assets (EOY)
$5.7M
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Only 43% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MJPT II & ASSOCIATES, LTD..
Plan sponsor
Name
MJPT II & ASSOCIATES, LTD.
EIN
31-1450411
Address
1333 OAKVIEW DRIVE · COLUMBUS, OH · 43235
Phone
(614) 431-5774
Industry
Accommodation & Food Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.