How big is Carmody Macdonald P.C.'s plan?

Carmody Macdonald P.C.'s plan reported $46.8M in assets and 98 participants for 2024.

Original filing (PDF)20250625123527NAL0008108369002

Carmody Macdonald P.C.

Name: Carmody Macdonald P.C. — Carmody Macdonald P. C., Form 5500 (2024)
Creator: Carmody Macdonald P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carmody Macdonald P. C. 401(k) Plan

401(k) retirement plan · Carmody Macdonald P.C.'s Carmody Macdonald P. C. 401(k) Plan held $46.8M in plan assets for 98 participants in 2024.

Active participants

Accounts w/ balance

116

Plan assets (EOY)

$46.8M

Net assets (EOY)

$46.8M

People on this filing

Deborah MALM signed Carmody Macdonald P.C.'s 2024 Form 5500 as plan administrator.

Deborah MALM — 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

Carmody Macdonald P.C.'s EIN is 43-1229825.

EIN 43-1229825

Plan number 001

Plan year 2024

ACK ID 20250625123527NAL0008108369002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carmody Macdonald P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carmody Macdonald P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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