How big is David L McArtor and Co's plan?

David L McArtor and Co's plan reported $2.3M in assets and 5 participants for 2024.

Original filing (PDF)20250709194512NAL0003609331001

David L McArtor and Co

Name: David L McArtor and Co — David L McArtor and Co, Form 5500 (2024)
Creator: David L McArtor and Co
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David L McArtor and Co 401(k) Plan

401(k) retirement plan · David L McArtor and Co's David L McArtor and Co 401(k) Plan held $2.3M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

KRIS Aupperle signed David L McArtor and Co's 2024 Form 5500 as plan administrator.

KRIS Aupperle — 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

David L McArtor and Co's EIN is 34-1938311.

EIN 34-1938311

Plan number 001

Plan year 2024

ACK ID 20250709194512NAL0003609331001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for David L McArtor and Co from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

David L McArtor and Co's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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