Ebonie Dennis signed McLean Mortgage Corporation's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
McLean Mortgage Corporation's EIN is 41-2259092.
Download the official 2023 Form 5500 (PDF) for McLean Mortgage Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)McLean Mortgage Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $16K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| % of plan | |||
|---|---|---|---|
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RICHEY, MAY & CO., LLP | 71-0911208 | — | ACCOUNTANT/AUDITOR | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHEPPARD MULLIN RICHTER & HAMPTON | 95-1463164 | — | ATTORNEY/LEGAL | $6K | — |
