How big is Bundy McDonald, LLC's plan?

Bundy McDonald, LLC's plan reported $2.6M in assets and 2 participants for 2023.

Original filing (PDF)20241003085328NAL0016720384001

Bundy McDonald, LLC

Name: Bundy McDonald, LLC — Bundy McDonald, LLC Retirement, Form 5500 (2023)
Creator: Bundy McDonald, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bundy McDonald, LLC Retirement Plan

Defined-contribution retirement plan · Bundy McDonald, LLC's Bundy McDonald, LLC Retirement Plan held $2.6M in plan assets for 2 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Anthony Warren signed Bundy McDonald, LLC's 2023 Form 5500 as plan administrator.

Anthony Warren — 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

Bundy McDonald, LLC's EIN is 81-0747815.

EIN 81-0747815

Plan number 001

Plan year 2023

ACK ID 20241003085328NAL0016720384001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Bundy McDonald, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Bundy McDonald, LLC's plan includes profit-sharing.

Decision-maker contacts

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