How big is McDowell Financial Group, LLC's plan?

McDowell Financial Group, LLC's plan reported $2.6M in assets and 4 participants for 2024.

Original filing (PDF)20250722113201NAL0005845826001

McDowell Financial Group, LLC

Name: McDowell Financial Group, LLC — McDowell Financial, Form 5500 (2024)
Creator: McDowell Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McDowell Financial Group, LLC 401(k) Plan

401(k) retirement plan · McDowell Financial Group, LLC's McDowell Financial Group, LLC 401(k) Plan held $2.6M in plan assets for 4 participants in 2024.

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

Karen Andrisen signed McDowell Financial Group, LLC's 2024 Form 5500 as plan administrator.

Karen Andrisen — 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

McDowell Financial Group, LLC's EIN is 81-4551793.

EIN 81-4551793

Plan number 001

Plan year 2024

ACK ID 20250722113201NAL0005845826001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

McDowell Financial Group, LLC'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 MCDOWELL FINANCIAL GROUP, 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