How big is Cunningham and McLean's plan?

Cunningham and McLean's plan reported $18K in assets and 2 participants for 2023.

Original filing (PDF)20240924171126NAL0013101633001

Cunningham and McLean

Name: Cunningham and McLean — Cunningham and McLean APC, Form 5500 (2023)
Creator: Cunningham and McLean
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cunningham and McLean APC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Cunningham and McLean's Cunningham and McLean APC 401(k) Profit Sharing Plan and Trust held $18K in plan assets for 2 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$18K

Net assets (EOY)

$18K

People on this filing

LISA McLean signed Cunningham and McLean's 2023 Form 5500 as plan administrator.

LISA McLean — 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

Cunningham and McLean's EIN is 82-3338392.

EIN 82-3338392

Plan number 001

Plan year 2023

ACK ID 20240924171126NAL0013101633001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Cunningham and McLean from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Cunningham and McLean's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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 (96th percentile).

Plan sponsor

Name

CUNNINGHAM AND MCLEAN

EIN

all filings

Address

10405 SAN DIEGO MISSION RD STE 200 · SAN DIEGO, CA · 921082174

Phone

(858) 693-8833

Industry

Other Services (ex. Public Admin)

Plan administrator