How big is McDougal Boehmer Foley LYON Mitchell & Erickson's plan?

McDougal Boehmer Foley LYON Mitchell & Erickson's plan reported $6.1M in assets and 23 participants for 2025.

Original filing (PDF)20260513153906NAL0006907427001

McDougal Boehmer Foley LYON Mitchell & Erickson

Name: McDougal Boehmer Foley LYON Mitchell & Erickson — Form 5500 Plan 001 (2025)
Creator: McDougal Boehmer Foley LYON Mitchell & Erickson
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McDougal Boehmer Foley LYON Mitchell & Erickson 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · McDougal Boehmer Foley LYON Mitchell & Erickson's McDougal Boehmer Foley LYON Mitchell & Erickson 401(k) Profit Sharing Plan and Trust held $6.1M in plan assets for 23 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.1M

Net assets (EOY)

$6.1M

Plan identifiers

McDougal Boehmer Foley LYON Mitchell & Erickson's EIN is 95-2979367.

EIN 95-2979367

Plan number 001

Plan year 2025

ACK ID 20260513153906NAL0006907427001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for McDougal Boehmer Foley LYON Mitchell & Erickson from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

McDougal Boehmer Foley LYON Mitchell & Erickson's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MCDOUGAL BOEHMER FOLEY LYON MITCHELL & ERICKSON.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

MCDOUGAL BOEHMER FOLEY LYON MITCHELL & ERICKSON

EIN

all filings

Address

8100 LA MESA BLVD., SUITE 200 · LA MESA, CA · 91942

Phone

(619) 440-4444

Industry

Law Offices· Professional & Technical Services

Plan administrator