· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MCLEAN, KOEHLER, SPARKS & HAMMOND — MCLEAN, KOEHLER, SPARKS & HAMMOND 401(K) RETIREMENT SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251007092051NAL0010918962001
MCLEAN, KOEHLER, SPARKS & HAMMOND
Form 5500-SF
FILING_RECEIVED
MCLEAN, KOEHLER, SPARKS & HAMMOND 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
35
Accounts w/ balance
59
Plan assets (EOY)
$7.2M
Net assets (EOY)
$7.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MCLEAN, KOEHLER, SPARKS & HAMMOND
.
Find decision makers
Plan sponsor
Name
MCLEAN, KOEHLER, SPARKS & HAMMOND
EIN
52-0547375
Address
8490 PROGRESS DRIVE · SUITE 250 · FREDERICK, MD · 21701
Phone
(410) 296-6200
Industry
CPA Offices
· Professional & Technical Services
see 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
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size CPA Offices plans
MDA PROFESSIONAL GROUP, P.C.
MDA PROFESSIONAL GROUP, P.C. 401(K) PROFIT SHARING PLAN
$7.2M · 63 participants
FLUENCE, PC
FLUENCE, PC 401(K) PROFIT SHARING PLAN
$7.2M · 31 participants
KMA, S.C.
KMA CPA'S & CONSULTANTS, S.C. 401(K) PLAN
$7.2M · 74 participants
GRASSI & CO., CPA'S, P.C.
GRASSI & CO. CPAS, PC CASH BALANCE PLAN
$7.2M · 262 participants
GARY VETICK, CPA, P.C.
GARY VETICK, CPA, P.C. 401(K) PLAN
$7.2M · 2 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
BULTYNCK & CO., P.L.L.C.
BULTYNCK & CO. 401(K) PLAN
$7.2M · 41 participants
Large plans in Maryland
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN
$51.4B · 94,445 participants
T. ROWE PRICE TRUST COMPANY
T. ROWE PRICE INSTITUTIONAL COMMON TRUST FUND, T. ROWE PRICE GROWTH STOCK TRUST
$36.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2040 TRUST
$35.2B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST
$35.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. VALUE EQUITY TRUST
$32.2B
