How big is Gatto McFerson, CPA's plan?

Gatto McFerson, CPA's plan reported $1.0M in assets and 6 participants for 2024.

Original filing (PDF)20251008153020NAL0010071824001

Gatto McFerson, CPA

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

Form 5500-SF

FILING_RECEIVED

Gatto McFerson 401(k) Plan

401(k) retirement plan · Gatto McFerson, CPA's Gatto McFerson 401(k) Plan held $1.0M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

Gatto McFerson, CPA's EIN is 83-2997901.

EIN 83-2997901

Plan number 001

Plan year 2024

ACK ID 20251008153020NAL0010071824001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Gatto McFerson, CPA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

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