Original filing (PDF)20250514152145NAL0012872771001

CLINGEN CALLOW & MCLEAN, LLC

Name: CLINGEN CALLOW & MCLEAN, LLC — CLINGEN CALLOW & MCLEAN RETIREMENT PLAN, Form 5500 (2024)
Creator: CLINGEN CALLOW & MCLEAN, LLC

Form 5500-SF

FILING_RECEIVED

CLINGEN CALLOW & MCLEAN RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.7M

Net assets (EOY)

$10.7M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLINGEN CALLOW & MCLEAN, LLC.

Plan sponsor

Name

CLINGEN CALLOW & MCLEAN, LLC

EIN

36-4026306

Address

2300 CABOT DRIVE · SUITE 500 · LISLE, IL · 60532

Phone

(630) 871-2618

Industry

Law Offices· Professional & Technical Servicessee 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

2025-05-14

Pension benefit codes

2A · Age/service weighted or new comparability

2S · Automatic enrollment

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

TURLEY, REDMOND & ROSASCO, LLP

TURLEY, REDMOND, ROSASCO & ROSASCO, LLP 401(K) PROFIT SHARING PLAN

$10.7M · 22 participants

MCINTYRE, DONOHUE, ACCARDI, SALMONSON, & RIORDAN, LLP

MCINTYRE, DONOHUE, ACCARDI, SALMONSON, & RIORDAN, LLP 401(K) PROFIT SHARING PLAN

$10.7M · 49 participants

JACKSON O'KEEFE

JACKSON O'KEEFE 401(K) PROFIT SHARING PLAN

$10.7M · 12 participants

FLYNN PY & KRUSE & CO LPA

FLYNN PY & KRUSE & CO., LPA PROFIT SHARING PLAN

$10.7M · 17 participants

JOSEPH J. HOFFMAN, JR., PA