· 2022–2024 · DOL EFAST2

McHenry & Associates, Inc. — McHenry & Associates, Form 5500 (2025)

Original filing (PDF)20260323144119NAL0001654033001

McHenry & Associates, Inc.

Form 5500-SF

FILING_RECEIVED

McHenry & Associates, Inc. Profit Sharing Plan and Trust

401(k) retirement plan · McHenry & Associates, Inc.'s McHenry & Associates, Inc. Profit Sharing Plan and Trust held $11.9M in plan assets for 29 participants in 2025.

Active participants

29

Accounts w/ balance

34

Plan assets (EOY)

$11.9M

Net assets (EOY)

$11.9M

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

64

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

MCHENRY & ASSOCIATES, INC.

EIN

34-1154346all filings

Address

25001 EMERY ROAD · SUITE 200 · WARRENSVILLE HEIGHTS, OH · 44128

Phone

(216) 292-4696

Industry

Engineering Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-03-23

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

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 providers

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