How big is McTavish Brands' plan?

McTavish Brands' plan reported $44K in assets and 20 participants for 2023.

Original filing (PDF)20240717111525NAL0002440771001

McTavish Brands

Name: McTavish Brands — McTavish Brands Retirement Trust, Form 5500 (2023)
Creator: McTavish Brands
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McTavish Brands Retirement Trust

401(k) retirement plan · McTavish Brands' McTavish Brands Retirement Trust held $44K in plan assets for 20 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$44K

Net assets (EOY)

$44K

People on this filing

Plan Sponsor signed McTavish Brands' 2023 Form 5500 as plan administrator.

Plan Sponsor — 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

McTavish Brands' EIN is 38-3921554.

EIN 38-3921554

Plan number 001

Plan year 2023

ACK ID 20240717111525NAL0002440771001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for McTavish Brands from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

McTavish Brands' 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 MCTAVISH BRANDS.

Finding similar companies…

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