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JAMES M MULCAHY A PROFESSIONAL — JAMES M MULCAHY A PROFESSIONAL 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250507094704NAL0006860563001
JAMES M MULCAHY A PROFESSIONAL
Form 5500-SF
FILING_RECEIVED
JAMES M MULCAHY A PROFESSIONAL 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
7
Accounts w/ balance
3
Plan assets (EOY)
$226K
Net assets (EOY)
$226K
Plan health score (directional)
84
/ 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
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JAMES M MULCAHY A PROFESSIONAL
.
Find decision makers
Plan sponsor
Name
JAMES M MULCAHY A PROFESSIONAL
EIN
33-0977394
Address
4 PARK PLZ STE 1950 · IRVINE, CA · 926142529
Phone
(949) 252-9377
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
ALEGRE DENTAL INC
ALEGRE DENTAL INC 401(K) PROFIT SHARING PLAN & TRUST
$226K · 11 participants
MANAGEMENT AND PERSONNEL SYSTEMS
MANAGEMENT AND PERSONNEL SYSTEMS LLC
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TROPICS TRAVEL AGENCY
TROPICS TRAVEL AGENCY RETIREMENT TRUST
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ALTMAN NUSSBAUM SHUNNARAH TRIA
ALTMAN NUSSBAUM SHUNNARAH TRIAL ATTORNEYS 401(K) PROFIT SHARING PLAN & TRUST
$226K · 45 participants
SKINIO
SKINIO RETIREMENT TRUST
65
Knocking points off
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$226K · 13 participants
DIGITAL BUREAU LLC
DIGITAL BUREAU LLC 401(K) PROFIT SHARING PLAN & TRUST
$226K · 2 participants
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$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
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$125.0B
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BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
