How big is The McLean Group LLC's plan?

The McLean Group LLC's plan reported $7.1M in assets and 23 participants for 2025.

Original filing (PDF)20260429151310NAL0017714368001

The McLean Group LLC

Name: The McLean Group LLC — The McLean Group LLC 401(k), Form 5500 (2025)
Creator: The McLean Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The McLean Group LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · The McLean Group LLC's The McLean Group LLC 401(k) Profit Sharing Plan & Trust held $7.1M in plan assets for 23 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.1M

Net assets (EOY)

$7.1M

People on this filing

Kimberlee Francis signed The McLean Group LLC's 2025 Form 5500 as plan administrator.

Kimberlee Francis — 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

The McLean Group LLC's EIN is 54-1914453.

EIN 54-1914453

Plan number 001

Plan year 2025

ACK ID 20260429151310NAL0017714368001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

The McLean Group 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 THE MCLEAN GROUP 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 (88th percentile).

Plan sponsor

Name

THE MCLEAN GROUP LLC

EIN

all filings

Address

8260 GREENSBORO DR · STE 350 · MCLEAN, VA · 221023915

Phone

(703) 827-0200

Industry

Finance & Insurance

Plan administrator