How big is McCarthy Jacobs and Associates' plan?

McCarthy Jacobs and Associates' plan reported $4.6M in assets and 30 participants for 2025.

Original filing (PDF)20260424083838NAL0011950786001

McCarthy Jacobs and Associates

Name: McCarthy Jacobs and Associates — McCarthy Jacobs and, Form 5500 (2025)
Creator: McCarthy Jacobs and Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McCarthy Jacobs and Associates 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · McCarthy Jacobs and Associates' McCarthy Jacobs and Associates 401(k) Profit Sharing Plan & Trust held $4.6M in plan assets for 30 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

Plan identifiers

McCarthy Jacobs and Associates' EIN is 92-0832312.

EIN 92-0832312

Plan number 002

Plan year 2025

ACK ID 20260424083838NAL0011950786001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for McCarthy Jacobs and Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

McCarthy Jacobs and Associates' 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 MCCARTHY JACOBS AND ASSOCIATES.

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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