How big is McDowell & Associates' plan?

McDowell & Associates' plan reported $10.2M in assets and 61 participants for 2024.

Original filing (PDF)20251125084008NAL0002992257001

McDowell & Associates

Name: McDowell & Associates — McDowell & Associates 401(k), Form 5500 (2024)
Creator: McDowell & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McDowell & Associates 401(k) Plan & Trust

401(k) retirement plan · McDowell & Associates' McDowell & Associates 401(k) Plan & Trust held $10.2M in plan assets for 61 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.2M

Net assets (EOY)

$10.2M

Plan identifiers

McDowell & Associates' EIN is 38-2188821.

EIN 38-2188821

Plan number 001

Plan year 2024

ACK ID 20251125084008NAL0002992257001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

McDowell & Associates' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off