How big is McLean Affiliates, Inc.'s plan?

McLean Affiliates, Inc.'s plan reported $35.5M in assets and 211 participants for 2023.

Original filing (PDF)20250715134219NAL0003062800001

McLean Affiliates, Inc.

Name: McLean Affiliates, Inc. — The McLean Retirement Plan, Form 5500 (2023)
Creator: McLean Affiliates, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

The McLean Retirement Plan

401(k) retirement plan · McLean Affiliates, Inc.'s The McLean Retirement Plan held $35.5M in plan assets for 211 participants in 2023, with Transamerica as recordkeeper.

Signals · 2

Late participant contributions14% employer stock

Active participants

211

Accounts w/ balance

415

Plan assets (EOY)

$35.5M

Net assets (EOY)

$35.5M

People on this filing

Karyn Lushinks signed McLean Affiliates, Inc.'s 2023 Form 5500 as plan administrator.

Karyn Lushinks — 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

McLean Affiliates, Inc.'s EIN is 26-1960246.

EIN 26-1960246

Plan number 002

Plan year 2023

ACK ID 20250715134219NAL0003062800001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for McLean Affiliates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

McLean Affiliates, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.

Decision-maker contacts

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

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How this plan invests

This plan

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 445K (19% of contributions).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

MCLEAN AFFILIATES, INC.

EIN

all filings

Address

75 GREAT POND RD · SIMSBURY, CT · 06070

Phone

(860) 658-3732

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-07-15

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORDKEEPER	$5K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
KESTRA ADVISORY SERVICES LLC	74-2794194	—	INVESTMENT ADVISORY	$45K	—

Investments

33 direct securities· $35.9M(100% of reported assets)

Other securities

$18.5M

19 holdings

Mutual Funds

$11.8M

11 holdings

Common Stocks

$5.2M

1 holding

Bonds / Notes

$399K

2 holdings

					% of plan
Company * Transamerica Life Insurance Company Guaranteed Investment Option N/R	Common Stocks	—	—	$5.2M	14.6%
Vanguard Total Stock Market Index Adm N/R	Mutual Funds	—	—	$4.1M	11.6%
T.Rowe Price Retirement 2020 N/R	Other securities	—	—	$3.8M	10.8%
T.Rowe Price Retirement 2030 N/R	Other securities	—	—	$3.0M	8.5%
T.Rowe Price Retirement 2025 N/R	Other securities	—	—	$2.5M	7.0%
T.Rowe Price Retirement 2035 N/R	Other securities	—	—	$2.3M	6.5%
Franklin DynaTech Fund N/R	Mutual Funds	—	—	$2.1M	5.8%
Allspring Core Bond Fund N/R	Other securities	—	—	$1.6M	4.5%
T.Rowe Price Retirement 2040 N/R	Other securities	—	—	$1.5M	4.2%
MFS Intl Gr R6	Mutual Funds	—	—	$1.3M	3.7%
Franklin Small Cap Growth Fund N/R	Mutual Funds	—	—	$945K	2.7%
American Funds Washington Mutual N/R	Mutual Funds	—	—	$931K	2.6%
T.Rowe Price Retirement 2045 N/R	Other securities	—	—	$815K	2.3%
T.Rowe Price Retirement 2050 N/R	Other securities	—	—	$712K	2.0%
Vanguard Mid Cap Growth Index N/R	Mutual Funds	—	—	$659K	1.9%
T.Rowe Price Retirement 2005 N/R	Other securities	—	—	$513K	1.4%
Vanguard Total Bond Market Index Adm N/R	Mutual Funds	—	—	$512K	1.4%
Vanguard Equity Income Adm N/R	Mutual Funds	—	—	$380K	1.1%
Goldman Sachs Small Cap Value Insights N/R	Other securities	—	—	$379K	1.1%
Vanguard Mid Cap Index Adm N/R	Mutual Funds	—	—	$366K	1.0%
American Century Mid Cap Value Fund N/R	Other securities	—	—	$307K	0.9%
T.Rowe Price Retirement 2055 N/R	Other securities	—	—	$303K	0.9%
Nuveen Small Cap Blend N/R	Mutual Funds	—	—	$281K	0.8%
Vanguard Developed Markets Index Admn N/R	Mutual Funds	—	—	$273K	0.8%
JP Morgan Emerging Markets N/R	Other securities	—	—	$205K	0.6%
JPMorgan Emerging Mkts Eq R6	Other securities	—	—	$205K	0.6%
Participant Loans * Notes receivable from participants Interest rates: 4.25% - 9.50% $0	Bonds / Notes	—	—	$200K	0.6%
Participants Notes Receivable with interest rates of 4.25% to 9.50%	Bonds / Notes	—	—	$199K	0.6%
T.Rowe Price Retirement 2015 N/R	Other securities	—	—	$97K	0.3%
T.Rowe Price Retirement 2060 N/R	Other securities	—	—	$96K	0.3%
Guaranteed Investment Funds * Transamerica Financial Life Insurance Stable Fund N/R	Other securities	—	—	$46K	0.1%
T.Rowe Price Retirement 2010 N/R	Other securities	—	—	$42K	0.1%
T.Rowe Price Retirement 2065 N/R	Other securities	—	—	$19K	<0.1%