How big is McCauley Bond Agency LLC's plan?

McCauley Bond Agency LLC's plan reported $425K in assets and 14 participants for 2024.

Original filing (PDF)20250718105720NAL0002446672001

McCauley Bond Agency LLC

Name: McCauley Bond Agency LLC — McCauley Bond Agency, Form 5500 (2024)
Creator: McCauley Bond Agency LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McCauley Bond Agency 401(k) Plan

401(k) retirement plan · McCauley Bond Agency LLC's McCauley Bond Agency 401(k) Plan held $425K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$425K

Net assets (EOY)

$425K

People on this filing

Marcus Bowie signed McCauley Bond Agency LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

McCauley Bond Agency LLC's EIN is 87-3037980.

EIN 87-3037980

Plan number 001

Plan year 2024

ACK ID 20250718105720NAL0002446672001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for McCauley Bond Agency LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

McCauley Bond Agency LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MCCAULEY BOND AGENCY 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