How big is Webb Soypher McGrath, LLC's plan?

Webb Soypher McGrath, LLC's plan reported $1.6M in assets and 9 participants for 2024.

Original filing (PDF)20250424111247NAL0007297521001

Webb Soypher McGrath, LLC

Name: Webb Soypher McGrath, LLC — Webb Soypher McGrath, Form 5500 (2024)
Creator: Webb Soypher McGrath, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Webb Soypher McGrath 401(k) Plan

401(k) retirement plan · Webb Soypher McGrath, LLC's Webb Soypher McGrath 401(k) Plan held $1.6M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

CHAD Carroll signed Webb Soypher McGrath, LLC's 2024 Form 5500 as plan administrator.

CHAD Carroll — 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

Webb Soypher McGrath, LLC's EIN is 82-0743519.

EIN 82-0743519

Plan number 001

Plan year 2024

ACK ID 20250424111247NAL0007297521001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Webb Soypher McGrath, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Webb Soypher McGrath, 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 WEBB SOYPHER MCGRATH, 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

Knocking points off