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MCGREGOR & COMPANY — MCGREGOR & COMPANY 401K PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260213143700NAL0001703633001
MCGREGOR & COMPANY
Form 5500-SF
FILING_RECEIVED
MCGREGOR & COMPANY 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
49
Accounts w/ balance
76
Plan assets (EOY)
$24.3M
Net assets (EOY)
$24.3M
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
MCGREGOR & COMPANY
.
Find decision makers
Plan sponsor
Name
MCGREGOR & COMPANY
EIN
57-0292726
Address
3830 FOREST DRIVE · COLUMBIA, SC · 29204
Phone
(803) 787-0003
Industry
CPA Offices
· Professional & Technical Services
see all
Plan administrator
Name
MCGREGOR & COMPANY
EIN
57-0292726
City
COLUMBIA, SC
Phone
(803) 787-0003
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-05-01
Tax period
2025-04-30
Filed
2026-02-13
Pension benefit codes
2J · 401(k) feature
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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