How big is McNellies Group's plan?

McNellies Group's plan reported $1.8M in assets and 501 participants for 2024.

Original filing (PDF)20250818104310NAL0001130849001

McNellies Group

Name: McNellies Group — McNellie's Group 401(k) & Profit, Form 5500 (2024)
Creator: McNellies Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McNellie's Group 401(k) & Profit Sharing Plan

401(k) retirement plan · McNellies Group's McNellie's Group 401(k) & Profit Sharing Plan held $1.8M in plan assets for 501 participants in 2024.

Signals · 1

No auditor on file

Active participants

501

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Jim O'CONNOR signed McNellies Group's 2024 Form 5500 as plan administrator.

Jim O'CONNOR — 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

McNellies Group's EIN is 73-1621248.

EIN 73-1621248

Plan number 001

Plan year 2024

ACK ID 20250818104310NAL0001130849001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

McNellies Group's plan includes profit-sharing, ERISA 404(c) participant direction, 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 MCNELLIES GROUP.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (0th percentile).

Helping the score