How big is McDonald Financial Services, LLC's plan?

McDonald Financial Services, LLC's plan reported $982K in assets and 9 participants for 2024.

Original filing (PDF)20251015105812NAL0004349185001

McDonald Financial Services, LLC

Name: McDonald Financial Services, LLC — McDonald Financia, Form 5500 (2024)
Creator: McDonald Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McDonald Financial Services, LLC 401(k) Plan

401(k) retirement plan · McDonald Financial Services, LLC's McDonald Financial Services, LLC 401(k) Plan held $982K in plan assets for 9 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$982K

Net assets (EOY)

$982K

People on this filing

Mike Barranco signed McDonald Financial Services, LLC's 2024 Form 5500 as plan administrator.

Mike Barranco — 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

McDonald Financial Services, LLC's EIN is 63-1204395.

EIN 63-1204395

Plan number 001

Plan year 2024

ACK ID 20251015105812NAL0004349185001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for McDonald Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

McDonald Financial Services, LLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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