· 2022–2024 · DOL EFAST2

McClelland & Associates, Inc. — McClelland &, Form 5500 (2025)

Original filing (PDF)20260527143324NAL0005083459001

McClelland & Associates, Inc.

Form 5500-SF

FILING_RECEIVED

McClelland & Associates 401(k) Plan

401(k) retirement plan · McClelland & Associates, Inc.'s McClelland & Associates 401(k) Plan held $249K in plan assets for 3 participants in 2025.

Active participants

3

Accounts w/ balance

3

Plan assets (EOY)

$249K

Net assets (EOY)

$249K

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

84

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MCCLELLAND & ASSOCIATES, INC..

Plan sponsor

Name

MCCLELLAND & ASSOCIATES, INC.

EIN

59-3522873all filings

Address

2535 LANDMARK DRIVE · SUITE 103 · CLEARWATER, FL · 33761

Phone

(727) 799-4649

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-27

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2S · Automatic enrollment

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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