How big is The McCloskey Financial Group, LLC's plan?

The McCloskey Financial Group, LLC's plan reported $1.7M in assets and 9 participants for 2024.

Original filing (PDF)20250528145638NAL0017766322001

The McCloskey Financial Group, LLC

Name: The McCloskey Financial Group, LLC — The McCloskey, Form 5500 (2024)
Creator: The McCloskey Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The McCloskey Financial Group LLC 401(k) PSP

401(k) retirement plan · The McCloskey Financial Group, LLC's The McCloskey Financial Group LLC 401(k) PSP held $1.7M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Maureen Kozak signed The McCloskey Financial Group, LLC's 2024 Form 5500 as plan administrator.

Maureen Kozak — 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

The McCloskey Financial Group, LLC's EIN is 26-1765922.

EIN 26-1765922

Plan number 001

Plan year 2024

ACK ID 20250528145638NAL0017766322001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The McCloskey Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The McCloskey Financial Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 MCCLOSKEY FINANCIAL GROUP, LLC.

Finding similar companies…

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