Back to filter
Original filing (PDF)20250417101606NAL0001961570001
MCLEAN MARECHAL INSURANCE AND FINANCIAL SERVICES, LLC
Form 5500-SF
FILING_RECEIVED
MCLEAN MARECHAL INSURANCE AND FINANCIAL SERVICES, LLC 401(K) PLAN
401(k) retirement plan
Active participants
18
Accounts w/ balance
16
Plan assets (EOY)
$3.6M
Net assets (EOY)
$3.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCLEAN MARECHAL INSURANCE AND FINANCIAL SERVICES, LLC.
Plan sponsor
Name
MCLEAN MARECHAL INSURANCE AND FINANCIAL SERVICES, LLC
EIN
27-0110668
Address
619 S DARGAN ST · FLORENCE, SC · 29506
Phone
(843) 669-5858
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-17
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Insurance Agencies & Brokerages plans
AL CLARK INSURANCE AND FINANCIAL SERVICES
AL CLARK INSURANCE & FINANCIAL SERVICES 401(K) PLAN
$3.6M · 13 participants
RHODES RISK ADVISORS
RHODES RISK ADVISORS 401(K) PLAN
$3.6M · 53 participants
SCOTT S. LOOMIS
SCOTT S. LOOMIS 401(K) PLAN
$3.6M · 7 participants
LAU & LAU ASSOCIATES, LLC
LAU & LAU ASSOCIATES, LLC 401(K) SAVINGS PLAN
$3.6M · 14 participants
DON W. ADCOCK
DON W. ADCOCK PROFIT SHARING PLAN
$3.6M · 1 participants
COPPLE INSURANCE AGENCY, INC.
COPPLE INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN
$3.6M · 7 participants
Large plans in South Carolina
MICHELIN NORTH AMERICA, INC. C/O RETIREMENT MANAGER
MICHELIN 401(K) SAVINGS PLAN
$4.5B · 15,068 participants
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC
THE SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC MULTIPLE EMPLOYER PENSION PLAN
$3.7B · 1,489 participants
SAVANNAH RIVER NUCLEAR SOLUTIONS
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC MASTER TRUST
$3.7B
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC
THE SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC DEFINED CONTRIBUTION PLAN
$2.8B · 9,871 participants
MICHELIN NORTH AMERICA, INC
MICHELIN RETIREMENT PLAN
$2.2B · 3,464 participants
PRISMA HEALTH
PRISMA HEALTH RETIREMENT SAVINGS PLAN
$2.2B · 32,659 participants