How big is McCauley Financial's plan?

McCauley Financial's plan reported $3K in assets and 2 participants for 2024.

Original filing (PDF)20251126140725NAL0009493394001

McCauley Financial

Name: McCauley Financial — McCauley Financial SOCA Benefit, Form 5500 (2024)
Creator: McCauley Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McCauley Financial SOCA Benefit Plan

Health & welfare plan · McCauley Financial's McCauley Financial SOCA Benefit Plan held $3K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3K

Net assets (EOY)

$1K

People on this filing

Matt Appenzeller signed McCauley Financial's 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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

McCauley Financial's EIN is 82-2944568.

EIN 82-2944568

Plan number 501

Plan year 2024

ACK ID 20251126140725NAL0009493394001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

McCauley Financial's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MCCAULEY FINANCIAL.

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score