How big is Moncrief Transitions LLC DBA MCL's plan?

Moncrief Transitions LLC DBA MCL's plan reported $789K in assets and 10 participants for 2024.

Original filing (PDF)20250725150408NAL0006006385001

Moncrief Transitions LLC DBA MCL

Name: Moncrief Transitions LLC DBA MCL — McLerran &, Form 5500 (2024)
Creator: Moncrief Transitions LLC DBA MCL
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McLerran & Associates 401(k) Plan

401(k) retirement plan · Moncrief Transitions LLC DBA MCL's McLerran & Associates 401(k) Plan held $789K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$789K

Net assets (EOY)

$789K

People on this filing

Shirley Horner signed Moncrief Transitions LLC DBA MCL's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Moncrief Transitions LLC DBA MCL's EIN is 82-3777686.

EIN 82-3777686

Plan number 001

Plan year 2024

ACK ID 20250725150408NAL0006006385001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Moncrief Transitions LLC DBA MCL from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Moncrief Transitions LLC DBA MCL'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 MONCRIEF TRANSITIONS LLC DBA MCL.

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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