How big is McDonald Patrick Poston Hemphill & Roper LLC's plan?

McDonald Patrick Poston Hemphill & Roper LLC's plan reported $6.9M in assets and 15 participants for 2024.

Original filing (PDF)20250612130145NAL0028504864001

McDonald Patrick Poston Hemphill & Roper LLC

Name: McDonald Patrick Poston Hemphill & Roper LLC — Form 5500 Plan 001 (2024)
Creator: McDonald Patrick Poston Hemphill & Roper LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McDonald Patrick Poston Hemphill & Roper LLC 401(k) Profit Sharing Plan

401(k) retirement plan · McDonald Patrick Poston Hemphill & Roper LLC's McDonald Patrick Poston Hemphill & Roper LLC 401(k) Profit Sharing Plan held $6.9M in plan assets for 15 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.9M

Net assets (EOY)

$6.9M

People on this filing

Hannah K. Metts signed McDonald Patrick Poston Hemphill & Roper LLC's 2024 Form 5500 as plan administrator.

Hannah K. Metts — 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 Patrick Poston Hemphill & Roper LLC's EIN is 57-0281928.

EIN 57-0281928

Plan number 001

Plan year 2024

ACK ID 20250612130145NAL0028504864001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for McDonald Patrick Poston Hemphill & Roper LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

McDonald Patrick Poston Hemphill & Roper LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 PATRICK POSTON HEMPHILL & ROPER LLC.

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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