How big is McNerney and Associates, LLC's plan?

McNerney and Associates, LLC's plan reported $5.0M in assets and 123 participants for 2025.

Original filing (PDF)20260414090438NAL0015674369001

McNerney and Associates, LLC

Name: McNerney and Associates, LLC — McNerney and, Form 5500 (2025)
Creator: McNerney and Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McNerney and Associates, LLC 401(k) Plan

401(k) retirement plan · McNerney and Associates, LLC's McNerney and Associates, LLC 401(k) Plan held $5.0M in plan assets for 123 participants in 2025.

Signals · 1

No auditor on file

Active participants

123

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

People on this filing

ABBY McNerney signed McNerney and Associates, LLC's 2025 Form 5500 as plan administrator.

ABBY McNerney — 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

McNerney and Associates, LLC's EIN is 45-4007731.

EIN 45-4007731

Plan number 001

Plan year 2025

ACK ID 20260414090438NAL0015674369001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for McNerney and Associates, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

McNerney and Associates, 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 MCNERNEY AND ASSOCIATES, LLC.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score