How big is McGee Sharon Architects, Inc.'s plan?

McGee Sharon Architects, Inc.'s plan reported $290K in assets and 5 participants for 2024.

Original filing (PDF)20250801082904NAL0015438610001

McGee Sharon Architects, Inc.

Name: McGee Sharon Architects, Inc. — McGee Sharon, Form 5500 (2024)
Creator: McGee Sharon Architects, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McGee Sharon Architects, Inc. 401(k) Plan

401(k) retirement plan · McGee Sharon Architects, Inc.'s McGee Sharon Architects, Inc. 401(k) Plan held $290K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$290K

Net assets (EOY)

$290K

Plan identifiers

McGee Sharon Architects, Inc.'s EIN is 81-2219122.

EIN 81-2219122

Plan number 001

Plan year 2024

ACK ID 20250801082904NAL0015438610001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for McGee Sharon Architects, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

McGee Sharon Architects, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

MCGEE SHARON ARCHITECTS, INC.

EIN

all filings

Address

3479 KURTZ STREET · SAN DIEGO, CA · 92110

Phone

(619) 299-9111

Industry

Professional & Technical Services

Plan administrator