How big is McHenry Advisers, Inc.'s plan?

McHenry Advisers, Inc.'s plan reported $3.6M in assets and 39 participants for 2025.

Original filing (PDF)20260504104510NAL0002216419001

McHenry Advisers, Inc.

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

Form 5500-SF

FILING_RECEIVED

McHenry Advisers, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · McHenry Advisers, Inc.'s McHenry Advisers, Inc. 401(k) Profit Sharing Plan held $3.6M in plan assets for 39 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan identifiers

McHenry Advisers, Inc.'s EIN is 20-4243624.

EIN 20-4243624

Plan number 001

Plan year 2025

ACK ID 20260504104510NAL0002216419001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

McHenry Advisers, Inc.'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 MCHENRY ADVISERS, 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