Original filing (PDF)20250422160840NAL0002456707001

MACINTYRE & WHITE, LLP

Name: MACINTYRE & WHITE, LLP — MACINTYRE & WHITE, LLP 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MACINTYRE & WHITE, LLP

Form 5500-SF

FILING_RECEIVED

MACINTYRE & WHITE, LLP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MACINTYRE & WHITE, LLP.

Plan sponsor

Name

MACINTYRE & WHITE, LLP

EIN

85-1500208

Address

200 WASHINGTON STREET, SUITE 101 · SANTA CRUZ, CA · 95060

Phone

(831) 225-0786

Industry

Professional & Technical Servicessee all

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

2025-04-22

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

COURTROOM SCIENCES, INC.

COURTROOM SCIENCES INC 401(K) PLAN

$1.4M · 20 participants

NEEL TITLE CORPORATION

NEEL TITLE RETIREMENT SAVINGS PLAN

$1.4M · 27 participants

NC ASSOCIATION OF BLACK LAWYERS LAND LOSS PREVENTION PROJECT

$1.4M · 8 participants

CRE LEGAL ADVISORS, LLC

CRE LEGAL ADVISORS, LLC 401(K) PLAN

$1.4M · 3 participants

PARALEGAL ASSISTANCE SERVICES, LLC

PARALEGAL ASSISTANCE SERVICES 401(K) PLAN