How big is McClellan Davis LLC's plan?

McClellan Davis LLC's plan reported $1.3M in assets and 4 participants for 2025.

Original filing (PDF)20260427151306NAL0019482386001

McClellan Davis LLC

Name: McClellan Davis LLC — McClellan Davis LLC 401(k) PS, Form 5500 (2025)
Creator: McClellan Davis LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McClellan Davis LLC 401(k) PS Plan

401(k) retirement plan · McClellan Davis LLC's McClellan Davis LLC 401(k) PS Plan held $1.3M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

James Dumler signed McClellan Davis LLC's 2025 Form 5500 as plan administrator.

James Dumler — 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

McClellan Davis LLC's EIN is 47-2207052.

EIN 47-2207052

Plan number 001

Plan year 2025

ACK ID 20260427151306NAL0019482386001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for McClellan Davis LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

McClellan Davis LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MCCLELLAN DAVIS LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

MCCLELLAN DAVIS LLC

EIN

all filings

Address

508 GIBSON DRIVE · SUITE 120 · ROSEVILLE, CA · 95678

Phone

(916) 788-0999

Industry

Professional & Technical Services

Plan administrator