How big is McDaniel & Associates, PC's plan?

McDaniel & Associates, PC's plan reported $5.0M in assets and 35 participants for 2024.

Original filing (PDF)20251014133651NAL0006206306001

McDaniel & Associates, PC

Name: McDaniel & Associates, PC — McDaniel and Associates, Form 5500 (2024)
Creator: McDaniel & Associates, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McDaniel and Associates, P.C. 401(k) Plan

401(k) retirement plan · McDaniel & Associates, PC's McDaniel and Associates, P.C. 401(k) Plan held $5.0M in plan assets for 35 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

People on this filing

Jamie Perry signed McDaniel & Associates, PC's 2024 Form 5500 as plan administrator.

Jamie Perry — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

McDaniel & Associates, PC's EIN is 63-0921974.

EIN 63-0921974

Plan number 001

Plan year 2024

ACK ID 20251014133651NAL0006206306001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for McDaniel & Associates, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

McDaniel & Associates, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MCDANIEL & ASSOCIATES, PC.

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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