How big is McLeod & More, Inc.'s plan?

McLeod & More, Inc.'s plan reported $1.7M in assets and 3 participants for 2024.

Original filing (PDF)20251012040446NAL0000244466001

McLeod & More, Inc.

Name: McLeod & More, Inc. — McLeod & More, Inc. Retirement, Form 5500 (2024)
Creator: McLeod & More, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McLeod & More, Inc. Retirement Trust

401(k) retirement plan · McLeod & More, Inc.'s McLeod & More, Inc. Retirement Trust held $1.7M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Robert McLeod signed McLeod & More, Inc.'s 2024 Form 5500 as plan administrator.

Robert McLeod — 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

McLeod & More, Inc.'s EIN is 31-1806095.

EIN 31-1806095

Plan number 001

Plan year 2024

ACK ID 20251012040446NAL0000244466001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for McLeod & More, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

McLeod & More, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MCLEOD & MORE, INC..

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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