How big is The McLendon Group, Inc.'s plan?

The McLendon Group, Inc.'s plan reported $893K in assets and 5 participants for 2024.

Original filing (PDF)20250818101411NAL0002156626001

The McLendon Group, Inc.

Name: The McLendon Group, Inc. — The McLendon Group Cash, Form 5500 (2024)
Creator: The McLendon Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The McLendon Group Cash Balance Plan

Defined-benefit pension plan · The McLendon Group, Inc.'s The McLendon Group Cash Balance Plan held $893K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$893K

Net assets (EOY)

$893K

People on this filing

Dana McLendon signed The McLendon Group, Inc.'s 2024 Form 5500 as plan administrator.

Dana McLendon — 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 McLendon Group, Inc.'s EIN is 75-2841945.

EIN 75-2841945

Plan number 002

Plan year 2024

ACK ID 20250818101411NAL0002156626001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The McLendon Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The McLendon Group, Inc.'s plan includes a cash-balance formula, 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 THE MCLENDON GROUP, INC..

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score