How big is Stephen J McKenna's plan?

Stephen J McKenna's plan reported $245K in assets and 4 participants for 2025.

Original filing (PDF)20260429111343NAL0016653536001

Stephen J McKenna

Name: Stephen J McKenna — Stephen J McKenna 401(k) Profit, Form 5500 (2025)
Creator: Stephen J McKenna
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stephen J McKenna 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Stephen J McKenna's Stephen J McKenna 401(k) Profit Sharing Plan & Trust held $245K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$245K

Net assets (EOY)

$245K

People on this filing

Edward Rojas signed Stephen J McKenna's 2025 Form 5500 as plan administrator.

Edward Rojas — 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

Stephen J McKenna's EIN is 85-1638715.

EIN 85-1638715

Plan number 001

Plan year 2025

ACK ID 20260429111343NAL0016653536001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Stephen J McKenna from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Stephen J McKenna'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 STEPHEN J MCKENNA.

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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