How big is Chamberlain McHaney's plan?

Chamberlain McHaney's plan reported $3.7M in assets and 19 participants for 2024.

Original filing (PDF)20250723143008NAL0010699858001

Chamberlain McHaney

Name: Chamberlain McHaney — Chamberlain McHaney 401(k), Form 5500 (2024)
Creator: Chamberlain McHaney
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Chamberlain McHaney 401(k) Profit Sharing Plan

401(k) retirement plan · Chamberlain McHaney's Chamberlain McHaney 401(k) Profit Sharing Plan held $3.7M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

LORI Lundeen signed Chamberlain McHaney's 2024 Form 5500 as plan administrator.

LORI Lundeen — 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

Chamberlain McHaney's EIN is 74-2365234.

EIN 74-2365234

Plan number 001

Plan year 2024

ACK ID 20250723143008NAL0010699858001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Chamberlain McHaney from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Chamberlain McHaney's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

Finding similar companies…

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

CHAMBERLAIN MCHANEY

EIN

all filings

Address

901 SOUTH MOPAC · BLDG 1 STE 500 · AUSTIN, TX · 78746

Phone

(512) 474-9124

Industry

Law Offices· Professional & Technical Services

Plan administrator