How big is McLeroy Inc.'s plan?

McLeroy Inc.'s plan reported $353K in assets and 69 participants for 2024.

Original filing (PDF)20251008092205NAL0005616977001

McLeroy Inc.

Name: McLeroy Inc. — McLeroy Inc. 401(k) Plan, Form 5500 (2024)
Creator: McLeroy Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McLeroy Inc. 401(k) Plan

401(k) retirement plan · McLeroy Inc.'s McLeroy Inc. 401(k) Plan held $353K in plan assets for 69 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$353K

Net assets (EOY)

$353K

People on this filing

Charles Gilbert signed McLeroy Inc.'s 2024 Form 5500 as plan administrator.

Charles Gilbert — 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

McLeroy Inc.'s EIN is 83-1108234.

EIN 83-1108234

Plan number 001

Plan year 2024

ACK ID 20251008092205NAL0005616977001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

McLeroy Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

MCLEROY INC.

EIN

all filings

Address

200 PLAZA DRIVE · ZEBULON, GA · 30295

Phone

(770) 567-3030

Industry

Real Estate

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

2025-10-08

Pension benefit codes

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)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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