MCKELVIE, MCKELVIE, YEE & EPACS, P.C. 401(K) PLAN AND TRUST
401(k) retirement plan
Active participants
4
Accounts w/ balance
4
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score
89
/ 100
Grade A
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
63
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCKELVIE, MCKELVIE, YEE & EPACS, P.C..
Plan sponsor
Name
MCKELVIE, MCKELVIE, YEE & EPACS, P.C.
EIN
81-5441353
Address
280 WEST MAPLE ROAD · SUITE 220 · BIRMINGHAM, MI · 48009
Phone
(248) 952-5100
Industry
Law Offices· Professional & Technical Servicessee all
