How big is McLean Wealth Management Group's plan?

McLean Wealth Management Group's plan reported $4.0M in assets and 8 participants for 2024.

Original filing (PDF)20250530111435NAL0015424000001

McLean Wealth Management Group

Name: McLean Wealth Management Group — McLean Wealth, Form 5500 (2024)
Creator: McLean Wealth Management Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McLean Wealth Management Group 401(k)

401(k) retirement plan · McLean Wealth Management Group's McLean Wealth Management Group 401(k) held $4.0M in plan assets for 8 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

People on this filing

Brian BASH signed McLean Wealth Management Group's 2024 Form 5500 as plan administrator.

Brian BASH — 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

McLean Wealth Management Group's EIN is 83-1636063.

EIN 83-1636063

Plan number 001

Plan year 2024

ACK ID 20250530111435NAL0015424000001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for McLean Wealth Management Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

McLean Wealth Management Group'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 MCLEAN WEALTH MANAGEMENT GROUP.

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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