How big is Kearney Donovan & McGee LLC's plan?

Kearney Donovan & McGee LLC's plan reported $3.6M in assets and 8 participants for 2024.

Original filing (PDF)20250708123703NAL0003965617001

Kearney Donovan & McGee LLC

Name: Kearney Donovan & McGee LLC — Kearney Donovan &, Form 5500 (2024)
Creator: Kearney Donovan & McGee LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kearney Donovan & McGee, LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Kearney Donovan & McGee LLC's Kearney Donovan & McGee, LLC 401(k) Profit Sharing Plan & Trust held $3.6M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

Michelle McGee signed Kearney Donovan & McGee LLC's 2024 Form 5500 as plan administrator.

Michelle McGee — 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

Kearney Donovan & McGee LLC's EIN is 84-3903005.

EIN 84-3903005

Plan number 001

Plan year 2024

ACK ID 20250708123703NAL0003965617001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kearney Donovan & McGee LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kearney Donovan & McGee 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 KEARNEY DONOVAN & MCGEE 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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

KEARNEY DONOVAN & MCGEE LLC

EIN

all filings

Address

40 COURT STREET 11TH FLOOR · BOSTON, MA · 02108

Phone

(617) 263-3320

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator