Original filing (PDF)20251006144904NAL0003624753001

McDowell, Faulk & McDowell, LLC

Name: McDowell, Faulk & McDowell, LLC — McDowell, Faulk &, Form 5500 (2024)
Creator: McDowell, Faulk & McDowell, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McDowell, Faulk & McDowell, LLC 401(k) Plan

401(k) retirement plan · McDowell, Faulk & McDowell, LLC's McDowell, Faulk & McDowell, LLC 401(k) Plan held $851K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$851K

Net assets (EOY)

$851K

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 average account balance (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MCDOWELL, FAULK & MCDOWELL, LLC.

Plan sponsor

Name

MCDOWELL, FAULK & MCDOWELL, LLC

EIN

63-1196604all filings

Address

145 W MAIN ST · PRATTVILLE, AL · 360673033

Phone

(334) 365-5924

Industry