How big is Macdonald & CODY LLP's plan?

Macdonald & CODY LLP's plan reported $6.8M in assets and 110 participants for 2025.

Original filing (PDF)20260511080234NAL0006766400001

Macdonald & CODY LLP

Name: Macdonald & CODY LLP — Macdonald & CODY LLP 401(k), Form 5500 (2025)
Creator: Macdonald & CODY LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Macdonald & CODY LLP 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Macdonald & CODY LLP's Macdonald & CODY LLP 401(k) Profit Sharing Plan & Trust held $6.8M in plan assets for 110 participants in 2025.

Active participants

110

Accounts w/ balance

Plan assets (EOY)

$6.8M

Net assets (EOY)

$6.8M

Plan identifiers

Macdonald & CODY LLP's EIN is 81-3131061.

EIN 81-3131061

Plan number 001

Plan year 2025

ACK ID 20260511080234NAL0006766400001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Macdonald & CODY LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Macdonald & CODY LLP'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 MACDONALD & CODY LLP.

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Plan health score

Above-average plan

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 IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).

Helping the score