Back to filter
Original filing (PDF)20241028095403NAL0003442929001
MCKENNA SNYDER, LLC
Form 5500
FILING_RECEIVED
MCKENNA SNYDER, LLC EMPLOYEE BENEFIT PLAN
Health & welfare plan
Active participants
17
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCKENNA SNYDER, LLC.
Plan sponsor
Name
MCKENNA SNYDER, LLC
EIN
84-1968366
Address
350 EAGLEVIEW BLVD · SUITE 100 · EXTON, PA · 19341
Phone
(610) 524-8454
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2024-10-28
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsBroker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL (PHILADELPHIA) | 84-3134502 | — | BROKER | $10K | — |
| THE BENECON GROUP, LLC | 23-1315351 | — | BROKER | $6K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERITAIN HEALTH, AN AETNA COMPANY | 16-1264154 | — | ADMIN | $9K | — |
| CONNECTCARE3 | 26-1768616 | — | PATIENT ADVOCATE | $1K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Other plans using ONEDIGITAL (PHILADELPHIA)
ASSOCIATION OF CONCERNED CHRISTIANS FOR EMERGING SOCIAL SERVICES
THE ACCESS SERVICES CAFETERIA PLAN
$1.3M · 293 participants
BRYN MAWR MEDICAL SPECIALISTS ASSOCIATION
BRYN MAWR MEDICAL SPECIALISTS FLEXIBLE BENEFITS PLAN
$537K · 221 participants
BRIGHT MLS, INC.
BRIGHT MLS, INC. EMPLOYEE BENEFIT PLAN
$514K · 158 participants
J. R. BALSAN, INC. DBA JOHNSTONE SUPPLY
J.R. BALSAN INC. GROUP MEDICAL PLAN
$461K · 123 participants
KLEHR HARRISON HARVEY BRANZBURG LLP
KLEHR HARRISON HARVEY BRANZBURG LLP EMPLOYEE HEALTH INSURANCE PLAN
$272K · 126 participants
PATRIOT FEDERAL CREDIT UNION
PATRIOT FEDERAL CREDIT UNION GROUP MEDICAL PLAN
$189K · 139 participants
Similar-size Professional & Technical Services plans
ANDRONE LLC
ANDRONE LLC 401(K) PROFIT SHARING PLAN & TRUST
$0 · 78 participants
ZANARAS REPORTING & VIDEO, LLC
ZANARAS REPORTING & VIDEO, LLC CASH BALANCE PENSION PLAN
$0
TRIFECTA GENERAL COUNSEL, LLC
TRIFECTA GENERAL COUNSEL, LLC RETIREMENT SAVINGS PLAN
$0
UNITED TITLE TEAM LLC
UNITED TITLE TEAM LLC
$0
TITLE XPERTS, LLC
TITLE XPERTS, LLC 401(K) P/S PLAN
$0
MICHELLE S GREEN ESQ
MICHELLE S GREEN ESQ WELFARE PLAN
$0
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B