· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MCCASKILL FINANCIAL ADVISORS, LLC — MCCASKILL FINANCIAL ADVISORS 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250521220131NAL0002507939012
MCCASKILL FINANCIAL ADVISORS, LLC
Form 5500-SF
FILING_RECEIVED
MCCASKILL FINANCIAL ADVISORS 401(K) PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
6
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MCCASKILL FINANCIAL ADVISORS, LLC
.
Find decision makers
Plan sponsor
Name
MCCASKILL FINANCIAL ADVISORS, LLC
EIN
45-3345469
Address
220 WEST PATRICK STREET · FREDERICK, MD · 21701
Phone
(301) 668-7366
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-21
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
INVERITAS RESEARCH & CONSULTING, INC.
INVERITAS RESEARCH & CONSULTING, INC. PROFIT SHARING & 401(K) PLAN
$1.2M · 5 participants
SMARTBASE SOLUTIONS, LLC
SMARTBASE SOLUTIONS, LLC EMPLOYEE SAVINGS PLAN
$1.2M · 8 participants
RIVER CITY CONSULTANTS, INC.
RIVER CITY CONSULTANTS, INC. 401K RETIREMENT PLAN
$1.2M · 20 participants
WD RUTHERFORD LLC DBA RUTHERFORD INVESTMENT MANAGEMENT
RUTHERFORD INVESTMENT MANAGEMENT DEFINED BENEFIT PLAN
$1.2M · 2 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
LINCOLN IP, INC.
LINCOLN IP, INC. 401(K) PROFIT SHARING PLAN AND TRUST
$1.2M · 7 participants
RSR ENVIRONMENTAL CONSULTING, LL
RSR ENVIRONMENTAL CONSULTING 401(K) PLAN
$1.2M · 4 participants
Large plans in Maryland
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN
$51.4B · 94,445 participants
T. ROWE PRICE TRUST COMPANY
T. ROWE PRICE INSTITUTIONAL COMMON TRUST FUND, T. ROWE PRICE GROWTH STOCK TRUST
$36.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2040 TRUST
$35.2B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST
$35.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. VALUE EQUITY TRUST
$32.2B
