How big is The McKellan Group, Inc.'s plan?

The McKellan Group, Inc.'s plan reported $4.6M in assets and 5 participants for 2025.

Original filing (PDF)20260521092205NAL0002037889001

The McKellan Group, Inc.

Name: The McKellan Group, Inc. — The McKellan Group, Inc., Form 5500 (2025)
Creator: The McKellan Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The McKellan Group, Inc. 401(k)

401(k) retirement plan · The McKellan Group, Inc.'s The McKellan Group, Inc. 401(k) held $4.6M in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

Plan identifiers

The McKellan Group, Inc.'s EIN is 06-1106789.

EIN 06-1106789

Plan number 001

Plan year 2025

ACK ID 20260521092205NAL0002037889001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The McKellan Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The McKellan Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE MCKELLAN GROUP, INC..

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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