How big is Macdougal-Morris Group, LLC DBA's plan?

Macdougal-Morris Group, LLC DBA's plan reported $158K in assets and 24 participants for 2024.

Original filing (PDF)20250604144141NAL0007906755001

Macdougal-Morris Group, LLC DBA

Name: Macdougal-Morris Group, LLC DBA — Macdougal-Morris, Form 5500 (2024)
Creator: Macdougal-Morris Group, LLC DBA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Macdougal-Morris Group LLC DBA Pioneer Programs 401(k) P/S Plan

401(k) retirement plan · Macdougal-Morris Group, LLC DBA's Macdougal-Morris Group LLC DBA Pioneer Programs 401(k) P/S Plan held $158K in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$158K

Net assets (EOY)

$158K

People on this filing

AJ Genovese signed Macdougal-Morris Group, LLC DBA's 2024 Form 5500 as plan administrator.

AJ Genovese — 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

Macdougal-Morris Group, LLC DBA's EIN is 45-2225051.

EIN 45-2225051

Plan number 001

Plan year 2024

ACK ID 20250604144141NAL0007906755001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Macdougal-Morris Group, LLC DBA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Macdougal-Morris Group, LLC DBA's 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 MACDOUGAL-MORRIS GROUP, LLC DBA.

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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