How big is McInerney & Dillon, Professional Corporation's plan?

McInerney & Dillon, Professional Corporation's plan reported $10.6M in assets and 5 participants for 2024.

Original filing (PDF)20250903124220NAL0009414867001

McInerney & Dillon, Professional Corporation

Name: McInerney & Dillon, Professional Corporation — Form 5500 Plan 001 (2024)
Creator: McInerney & Dillon, Professional Corporation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McInerney & Dillon 401(k) Plan

401(k) retirement plan · McInerney & Dillon, Professional Corporation's McInerney & Dillon 401(k) Plan held $10.6M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.6M

Net assets (EOY)

$10.6M

People on this filing

Charles Toombs signed McInerney & Dillon, Professional Corporation's 2024 Form 5500 as plan administrator.

Charles Toombs — 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

McInerney & Dillon, Professional Corporation's EIN is 94-2233337.

EIN 94-2233337

Plan number 001

Plan year 2024

ACK ID 20250903124220NAL0009414867001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for McInerney & Dillon, Professional Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

McInerney & Dillon, Professional Corporation'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 MCINERNEY & DILLON, PROFESSIONAL CORPORATION.

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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 average account balance (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

MCINERNEY & DILLON, PROFESSIONAL CORPORATION

EIN

all filings

Address

180 GRAND AVENUE, SUITE 1390 · OAKLAND, CA · 94612

Phone

(510) 465-7100

Industry

Law Offices· Professional & Technical Services

Plan administrator