MCPHEE & ASSOCIATES, INC. 401 K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
10
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
Plan health score
96
/ 100
Grade A
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
85
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCPHEE & ASSOCIATES, INC..
Plan sponsor
Name
MCPHEE & ASSOCIATES, INC.
EIN
95-2929776
Address
4400 W RIVERSIDE DR. · SUITE 110-880 · BURBANK, CA · 91505
Phone
(818) 247-1007
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
