How big is McDowell Knight Roedder & Sledge, L.L.C.'s plan?

McDowell Knight Roedder & Sledge, L.L.C.'s plan reported $13.7M in assets and 23 participants for 2025.

Original filing (PDF)20260413115628NAL0017020305001

McDowell Knight Roedder & Sledge, L.L.C.

Name: McDowell Knight Roedder & Sledge, L.L.C. — Form 5500 Plan 001 (2025)
Creator: McDowell Knight Roedder & Sledge, L.L.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McDowell Knight Roedder & Sledge, L.L.C. 401(k) Profit Sharing Plan

401(k) retirement plan · McDowell Knight Roedder & Sledge, L.L.C.'s McDowell Knight Roedder & Sledge, L.L.C. 401(k) Profit Sharing Plan held $13.7M in plan assets for 23 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$13.7M

Net assets (EOY)

$13.7M

Plan identifiers

McDowell Knight Roedder & Sledge, L.L.C.'s EIN is 72-1379896.

EIN 72-1379896

Plan number 001

Plan year 2025

ACK ID 20260413115628NAL0017020305001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for McDowell Knight Roedder & Sledge, L.L.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

McDowell Knight Roedder & Sledge, L.L.C.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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