· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MUSGRAVE, MCLACHLAN & PENN, LLC — MUSGRAVE, MCLACHLAN & PENN 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250804114615NAL0001270307001
MUSGRAVE, MCLACHLAN & PENN, LLC
Form 5500-SF
FILING_RECEIVED
MUSGRAVE, MCLACHLAN & PENN 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
24
Accounts w/ balance
23
Plan assets (EOY)
$6.7M
Net assets (EOY)
$6.7M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MUSGRAVE, MCLACHLAN & PENN, LLC
.
Find decision makers
Plan sponsor
Name
MUSGRAVE, MCLACHLAN & PENN, LLC
EIN
82-0550318
Address
1555 POYDRAS STREET, SUITE 2100 · NEW ORLEANS, LA · 70112
Phone
(504) 799-4300
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-04
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2R · Participant-directed brokerage (SDBA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
HEARD & MEDACK, P.C.
HEARD & MEDACK 401(K) PLAN
$6.7M · 16 participants
PENA & KAHN PLLC
STEVEN KAHN PENSION PLAN
$6.7M · 103 participants
DUMMIT, BUCHHOLZ & TRAPP
DUMMIT, BUCHHOLZ & TRAPP 401(K) PLAN
$6.7M · 56 participants
COHEN ZIFFER FRENCHMAN & MCKENNA LLP
COHEN ZIFFER FRENCHMAN & MCKENNA 401(K) PLAN
$6.7M · 44 participants
FRIEDMAN, FRAMME & THRUSH, P.A.
FRIEDMAN, FRAMME & THRUSH, P.A. 401(K) PLAN
$6.7M · 88 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
THE PUBLIC FINANCE LAW GROUP PLLC
THE PUBLIC FINANCE LAW GROUP PLLC RETIREMENT PLAN
$6.7M · 7 participants
Large plans in Louisiana
LUMEN TECHNOLOGIES, INC.
LUMEN 401(K) SAVINGS PLAN
$7.3B · 21,466 participants
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED CONTRIBUTION PLAN MASTER
$6.5B
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED BENEFIT MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORP RETIREMENT PLANS MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORPORATION QUALIFIED PLAN MASTER TRUST
$4.4B
ENTERGY CORPORATION
SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES
$4.4B · 9,114 participants
