How big is Stephen J McKenna LLC's plan?

Stephen J McKenna LLC's plan reported $386K in assets and 3 participants for 2024.

Original filing (PDF)20250714074928NAL0000777249001

Stephen J McKenna LLC

Name: Stephen J McKenna LLC — Stephen J McKenna LLC 401(k), Form 5500 (2024)
Creator: Stephen J McKenna LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stephen J McKenna LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Stephen J McKenna LLC's Stephen J McKenna LLC 401(k) Profit Sharing Plan & Trust held $386K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$386K

Net assets (EOY)

$386K

People on this filing

Stephen McKenna signed Stephen J McKenna LLC's 2024 Form 5500 as plan administrator.

Stephen McKenna — 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

Stephen J McKenna LLC's EIN is 20-0061671.

EIN 20-0061671

Plan number 001

Plan year 2024

ACK ID 20250714074928NAL0000777249001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stephen J McKenna LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stephen J McKenna LLC'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 STEPHEN J MCKENNA LLC.

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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 (97th percentile).

Plan sponsor

Name

STEPHEN J MCKENNA LLC

EIN

all filings

Address

187 THOMAS JOHNSON DR STE 7 · FREDERICK, MD · 217024383

Phone

(240) 457-4605

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator