Original filing (PDF)20250516120746NAL0020152993001

THE MCKINNEY & GLOWKA GROUP

Name: THE MCKINNEY & GLOWKA GROUP — THE MCKINNEY & GLOWKA GROUP 401(K) PLAN, Form 5500 (2024)
Creator: THE MCKINNEY & GLOWKA GROUP

Form 5500-SF

FILING_RECEIVED

THE MCKINNEY & GLOWKA GROUP 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$632K

Net assets (EOY)

$632K

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 average account balance (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE MCKINNEY & GLOWKA GROUP.

Plan sponsor

Name

THE MCKINNEY & GLOWKA GROUP

EIN

47-3631353all filings

Address

9100 CENTRE POINTE DR STE 180 · WEST CHESTER, OH · 45069

Phone

(513) 642-2508

Industry

Finance & Insurancesee 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

2025-05-16

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

PACIFIC RIDGE MANAGEMENT, INC.

PACIFIC RIDGE MANAGEMENT, INC. 401(K) PLAN

$632K · 3 participants

STEIN WEALTH ADVISORS, LLC

STEIN WEALTH ADVISORS, LLC 401(K) PLAN

$632K · 4 participants

GARY BUCZKOWSKI

CASCADE WEALTH ADVISORS 401(K) PLAN

$632K · 5 participants

CROSSCUT VENTURES MANAGEMENT, L.L.C.

CROSSCUT VENTURES MANAGEMENT, L.L.C. 401(K) PLAN

$632K · 5 participants

AMERICAN FINANCIAL ADVISORS

AMERICAN FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN & TRUST

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.