How big is Conlin McKenney & Philbrick PC's plan?

Conlin McKenney & Philbrick PC's plan reported $48.7M in assets and 31 participants for 2024.

Original filing (PDF)20251006104010NAL0008653266001

Conlin McKenney & Philbrick PC

Name: Conlin McKenney & Philbrick PC — Conlin McKenney &, Form 5500 (2024)
Creator: Conlin McKenney & Philbrick PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Conlin McKenney & Philbrick PC Employee Retirement & Profit Sharing Plan

401(k) retirement plan · Conlin McKenney & Philbrick PC's Conlin McKenney & Philbrick PC Employee Retirement & Profit Sharing Plan held $48.7M in plan assets for 31 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$48.7M

Net assets (EOY)

$48.7M

People on this filing

Richard P. Peterson II signed Conlin McKenney & Philbrick PC's 2024 Form 5500 as plan administrator.

Richard P. Peterson II — Plan Administrator — Form 5500 signer
James A. Schriemer — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Conlin McKenney & Philbrick PC's EIN is 38-2772489.

EIN 38-2772489

Plan number 002

Plan year 2024

ACK ID 20251006104010NAL0008653266001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Conlin McKenney & Philbrick PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Conlin McKenney & Philbrick PC'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 CONLIN MCKENNEY & PHILBRICK PC.

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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