How big is McCaskill Financial Advisors, LLC's plan?

McCaskill Financial Advisors, LLC's plan reported $1.6M in assets and 6 participants for 2025.

Original filing (PDF)20260427221344NAL0005082563064

McCaskill Financial Advisors, LLC

Name: McCaskill Financial Advisors, LLC — McCaskill, Form 5500 (2025)
Creator: McCaskill Financial Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McCaskill Financial Advisors 401(k) Plan

401(k) retirement plan · McCaskill Financial Advisors, LLC's McCaskill Financial Advisors 401(k) Plan held $1.6M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

McCaskill Financial Advisors, LLC's EIN is 45-3345469.

EIN 45-3345469

Plan number 001

Plan year 2025

ACK ID 20260427221344NAL0005082563064

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for McCaskill Financial Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

McCaskill Financial Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MCCASKILL FINANCIAL ADVISORS, LLC.

Finding similar companies…

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