Original filing (PDF)20260428132234NAL0015585664001

Bundy McDonald, LLC

Name: Bundy McDonald, LLC — Bundy McDonald, LLC Cash, Form 5500 (2025)
Creator: Bundy McDonald, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bundy McDonald, LLC Cash Balance Plan

Defined-benefit pension plan · Bundy McDonald, LLC's Bundy McDonald, LLC Cash Balance Plan filed a Form 5500 for plan year 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Anthony Warren signed Bundy McDonald, LLC's 2025 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 002

Plan year 2025

ACK ID 20260428132234NAL0015585664001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Bundy McDonald, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Bundy McDonald, LLC's plan includes a defined-benefit pension formula, a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

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

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

BUNDY MCDONALD, LLC

EIN

all filings

Address

1516 OLD TROLLEY RD. · 2ND FLOOR · SUMMERVILLE, SC · 29485

Phone

(888) 552-1559

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-10-16

Filed

2026-04-28

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

JUDY C Flanagan P C

JUDY C Flanagan P C 401(k) Profit Sharing Plan & Trust

Briscoe Ortiz Zuluaga PLLC

Briscoe Ortiz Zuluaga PLLC 401(k) Plan

J TAM Law Inc.

Blueprint Electric LLC

Blueprint Electric LLC 401(k) Profit Sharing Plan & Trust

$0 · 4 participants

The Bates Law Firm PLLC

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.