How big is McNicholas & McNicholas, LLP's plan?

McNicholas & McNicholas, LLP's plan reported $1.8M in assets and 59 participants for 2024.

Original filing (PDF)20250930093412NAL0016291459001

McNicholas & McNicholas, LLP

Name: McNicholas & McNicholas, LLP — McNicholas &, Form 5500 (2024)
Creator: McNicholas & McNicholas, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McNicholas & McNicholas Retirement Savings Plan

401(k) retirement plan · McNicholas & McNicholas, LLP's McNicholas & McNicholas Retirement Savings Plan held $1.8M in plan assets for 59 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

McNicholas & McNicholas, LLP's EIN is 95-4440674.

EIN 95-4440674

Plan number 001

Plan year 2024

ACK ID 20250930093412NAL0016291459001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for McNicholas & McNicholas, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

McNicholas & McNicholas, LLP'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 MCNICHOLAS & MCNICHOLAS, LLP.

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Plan health score

Above-average plan

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

Knocking points off