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Original filing (PDF)20250924130418NAL0007584033001
MCGEE, LERER & ASSOCIATES
Form 5500-SF
FILING_RECEIVED
MCGEE, LERER & ASSOCIATES DEFINED BENEFIT PENSION PLAN
Defined-benefit pension plan
Active participants
19
Accounts w/ balance
—
Plan assets (EOY)
$6.0M
Net assets (EOY)
$6.0M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
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
100
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 MCGEE, LERER & ASSOCIATES.
Plan sponsor
Name
MCGEE, LERER & ASSOCIATES
EIN
33-1061015
Address
11845 OLYMPIC BLVD., SUITE 645W · LOS ANGELES, CA · 90064
Phone
(310) 231-9717
Industry
Law Offices· Professional & Technical 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
2025-09-24
Pension benefit codes
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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