Original filing (PDF)20251013160202NAL0000796883004

JAMES O. MCKINNEY

Name: JAMES O. MCKINNEY — MCKINNEY ASSET MANAGEMENT LLC, Form 5500 (2024)
Creator: JAMES O. MCKINNEY

Form 5500-SF

FILING_RECEIVED

MCKINNEY ASSET MANAGEMENT LLC

Defined-contribution retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$91K

Net assets (EOY)

$91K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES O. MCKINNEY.

Plan sponsor

Name

JAMES O. MCKINNEY

EIN

46-3947984

Address

5305 VILLAGE CIR · DALLAS, TX · 752486021

Phone

(972) 529-8971

Industry

Real Estatesee 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

2025-10-13

Pension benefit codes

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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