How big is DRS. Clack, Spencer, White & McCormack, P.A.'s plan?

DRS. Clack, Spencer, White & McCormack, P.A.'s plan reported $14.9M in assets and 100 participants for 2025.

Original filing (PDF)20260227091935NAL0000117699001

DRS. Clack, Spencer, White & McCormack, P.A.

Name: DRS. Clack, Spencer, White & McCormack, P.A. — Form 5500 Plan 002 (2025)
Creator: DRS. Clack, Spencer, White & McCormack, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

DRS. Clack, Spencer, White & McCormack, P. A. 401(k) Profit Sharing Plan

Defined-contribution retirement plan · DRS. Clack, Spencer, White & McCormack, P.A.'s DRS. Clack, Spencer, White & McCormack, P. A. 401(k) Profit Sharing Plan held $14.9M in plan assets for 100 participants in 2025.

Active participants

100

Accounts w/ balance

105

Plan assets (EOY)

$14.9M

Net assets (EOY)

$14.9M

Plan identifiers

DRS. Clack, Spencer, White & McCormack, P.A.'s EIN is 59-1614252.

EIN 59-1614252

Plan number 002

Plan year 2025

ACK ID 20260227091935NAL0000117699001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for DRS. Clack, Spencer, White & McCormack, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

DRS. Clack, Spencer, White & McCormack, P.A.'s plan includes profit-sharing, 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 DRS. CLACK, SPENCER, WHITE & MCCORMACK, P.A..

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score