Back to filter
Original filing (PDF)20251015130342NAL0009718418001
MCCUNE LAW GROUP
Form 5500-SF
FILING_RECEIVED
MCCUNE LAW GROUP 401K PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
111
Accounts w/ balance
111
Plan assets (EOY)
$10.2M
Net assets (EOY)
$10.2M
Plan health score (directional)
86
/ 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
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCCUNE LAW GROUP.
Plan sponsor
Name
MCCUNE LAW GROUP
EIN
85-1690006
Address
3281 E. GUASTI ROAD · SUITE 100 · ONTARIO, CA · 91761
Phone
(909) 557-1250
Industry
Law Offices· 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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Law Offices plans
LEGAL AID SOCIETY OF PALM BEACH
LEGAL AID SOCIETY OF PALM BEACH COUNTY, INC./ 401K PLAN
$10.2M · 122 participants
EGERTON MCAFEE ARMISTEAD & DAVIS PC
EGERTON MCAFEE ARMISTEAD & DAVIS, PC PROFIT SHARING PLAN
$10.2M · 37 participants
CORDATIS, LLP
CORDATIS 401(K) PLAN
$10.2M · 11 participants
SCHOUEST, BAMDAS, SOSHEA , BENMAIER & EASTHAM, PLLC
SBSB LAW 401(K) PLAN
$10.2M · 243 participants
GERBER CIANO KELLY BRADY LLP
GERBER CIANO KELLY BRADY LLP 401(K) PLAN
$10.2M · 132 participants
MCALLISTER, DETAR, SHOWALTER & WALKER LLC
MCALLISTER, DETAR, SHOWALTER & WALKER LLC 401(K) PROFIT SHARING PLAN & TRUST
$10.2M · 45 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B