How big is McDonald Fleming LLP's plan?

McDonald Fleming LLP's plan reported $1.0M in assets and 10 participants for 2024.

Original filing (PDF)20251008094638NAL0003171219001

McDonald Fleming LLP

Name: McDonald Fleming LLP — McDonald Fleming LLP 401(k), Form 5500 (2024)
Creator: McDonald Fleming LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McDonald Fleming LLP 401(k) Plan

401(k) retirement plan · McDonald Fleming LLP's McDonald Fleming LLP 401(k) Plan held $1.0M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

McDonald Fleming LLP's EIN is 59-2911857.

EIN 59-2911857

Plan number 001

Plan year 2024

ACK ID 20251008094638NAL0003171219001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for McDonald Fleming LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

McDonald Fleming LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MCDONALD FLEMING LLP.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

MCDONALD FLEMING LLP

EIN

all filings

Address

719 S. PALAFOX ST · PENSACOLA, FL · 32502

Phone

(850) 477-0660

Industry

Law Offices· Professional & Technical Services

Plan administrator