How big is Carleton McKenna and Co LLC's plan?

Carleton McKenna and Co LLC's plan reported $380K in assets and 9 participants for 2024.

Original filing (PDF)20250720072548NAL0000334258001

Carleton McKenna and Co LLC

Name: Carleton McKenna and Co LLC — Carleton McKenna &, Form 5500 (2024)
Creator: Carleton McKenna and Co LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carleton McKenna & Company LLC 401(k) and Profit Sharing Plan

401(k) retirement plan · Carleton McKenna and Co LLC's Carleton McKenna & Company LLC 401(k) and Profit Sharing Plan held $380K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$380K

Net assets (EOY)

$380K

People on this filing

Shirley Horner signed Carleton McKenna and Co LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Carleton McKenna and Co LLC's EIN is 27-1665318.

EIN 27-1665318

Plan number 001

Plan year 2024

ACK ID 20250720072548NAL0000334258001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carleton McKenna and Co LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carleton McKenna and Co LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARLETON MCKENNA AND CO 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