How big is McLeod McCarthy & Associates P's plan?

McLeod McCarthy & Associates P's plan reported $495K in assets and 2 participants for 2024.

Original filing (PDF)20250703123110NAL0000598993001

McLeod McCarthy & Associates P

Name: McLeod McCarthy & Associates P — McLeod McCarthy &, Form 5500 (2024)
Creator: McLeod McCarthy & Associates P
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McLeod McCarthy & Associates P 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · McLeod McCarthy & Associates P's McLeod McCarthy & Associates P 401(k) Profit Sharing Plan & Trust held $495K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$495K

Net assets (EOY)

$495K

People on this filing

Todd McLeod signed McLeod McCarthy & Associates P's 2024 Form 5500 as plan administrator.

Todd 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 McCarthy & Associates P's EIN is 32-0421992.

EIN 32-0421992

Plan number 001

Plan year 2024

ACK ID 20250703123110NAL0000598993001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for McLeod McCarthy & Associates P from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

McLeod McCarthy & Associates P's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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