How big is The McIntosh Group, LLC's plan?

The McIntosh Group, LLC's plan reported $1.6M in assets and 13 participants for 2024.

Original filing (PDF)20250930163217NAL0005593491001

The McIntosh Group, LLC

Name: The McIntosh Group, LLC — The McIntosh Group 401(k), Form 5500 (2024)
Creator: The McIntosh Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The McIntosh Group 401(k) Plan

401(k) retirement plan · The McIntosh Group, LLC's The McIntosh Group 401(k) Plan held $1.6M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Marsha Schmidt signed The McIntosh Group, LLC's 2024 Form 5500 as plan administrator.

Marsha Schmidt — 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

The McIntosh Group, LLC's EIN is 73-1555021.

EIN 73-1555021

Plan number 001

Plan year 2024

ACK ID 20250930163217NAL0005593491001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The McIntosh Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The McIntosh Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE MCINTOSH GROUP, 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