Original filing (PDF)20250422123753NAL0007416608002

THE MCDANIEL CORPORATION

Name: THE MCDANIEL CORPORATION — THE MCDANIEL CORPORATION 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: THE MCDANIEL CORPORATION

Form 5500-SF

FILING_RECEIVED

THE MCDANIEL CORPORATION 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE MCDANIEL CORPORATION.

Plan sponsor

Name

THE MCDANIEL CORPORATION

EIN

57-0896266

Address

6156 SAINT ANDREWS RD STE 108 · COLUMBIA, SC · 29212

Phone

(803) 750-4848

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee 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

2025-04-22

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

CHASTAIN INSURANCE AGENCY INC

CHASTAIN INSURANCE AGENCY, INC. 401(K) RETIREMENT PLAN

$3.8M · 20 participants

LIA INSURANCE ADMINISTRATORS, INC.

LIA ADMINISTRATORS & INSURANCE SVCS 401K PS

$3.8M · 17 participants

MICHAEL KENNEDY INSURANCE AGENCY, INC.

MICHAEL KENNEDY INSURANCE, INC. 401(K) PROFIT SHARING PLAN

$3.8M · 17 participants

AGRISERV, INC.

AGRISERV, INC. 401(K) PROFIT SHARING PLAN

$3.8M · 7 participants

CARL NELSON INSURANCE AGENCY, INC.