How big is Robert L. McLeod II, P.A.'s plan?

Robert L. McLeod II, P.A.'s plan reported $1.2M in assets and 6 participants for 2024.

Original filing (PDF)20251014150908NAL0003241361001

Robert L. McLeod II, P.A.

Name: Robert L. McLeod II, P.A. — The McLeod Firm 401(k), Form 5500 (2024)
Creator: Robert L. McLeod II, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The McLeod Firm 401(k) Plan

401(k) retirement plan · Robert L. McLeod II, P.A.'s The McLeod Firm 401(k) Plan held $1.2M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Robert L. McLeod II, P.A.'s EIN is 59-3245819.

EIN 59-3245819

Plan number 001

Plan year 2024

ACK ID 20251014150908NAL0003241361001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Robert L. McLeod II, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Robert L. McLeod II, P.A.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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