How big is McHenry Advisers Inc.'s plan?

McHenry Advisers Inc.'s plan reported $5K in assets and 21 participants for 2024.

Original filing (PDF)20251126140727NAL0002453203001

McHenry Advisers Inc.

Name: McHenry Advisers Inc. — McHenry Advisers Inc. SOCA, Form 5500 (2024)
Creator: McHenry Advisers Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McHenry Advisers Inc. SOCA Benefit Plan

Health & welfare plan · McHenry Advisers Inc.'s McHenry Advisers Inc. SOCA Benefit Plan held $5K in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$5K

Net assets (EOY)

$2K

People on this filing

Matt Appenzeller signed McHenry Advisers Inc.'s 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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

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

EIN 20-4243624

Plan number 501

Plan year 2024

ACK ID 20251126140727NAL0002453203001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for McHenry Advisers Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

McHenry Advisers Inc.'s plan includes health coverage.

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 (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score