Original filing (PDF)20250630101425NAL0016192432001

McDonald Insurance Services, LLC

Name: McDonald Insurance Services, LLC — McDonald Insuranc, Form 5500 (2024)
Creator: McDonald Insurance Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McDonald Insurance Agency 401(k) Plan

401(k) retirement plan · McDonald Insurance Services, LLC's McDonald Insurance Agency 401(k) Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Branden McDonald signed McDonald Insurance Services, LLC's 2024 Form 5500 as plan administrator.

Branden McDonald — 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

McDonald Insurance Services, LLC's EIN is 46-4590665.

EIN 46-4590665

Plan number 001

Plan year 2024

ACK ID 20250630101425NAL0016192432001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for McDonald Insurance Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

McDonald Insurance Services, 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 MCDONALD INSURANCE SERVICES, 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 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