Original filing (PDF)20250623151454NAL0008797456001

MCLELLAN COMPANY

Name: MCLELLAN COMPANY — MCLELLAN COMPANY 401(K) PLAN, Form 5500 (2024)
Creator: MCLELLAN COMPANY

Form 5500-SF

FILING_RECEIVED

MCLELLAN COMPANY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCLELLAN COMPANY.

Plan sponsor

Name

MCLELLAN COMPANY

EIN

94-1379238

Address

P.O.BOX 806 · BELMONT, CA · 94002

Phone

(650) 232-7009

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-23

Pension benefit codes

2A · Age/service weighted or new comparability

2S · Automatic enrollment

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

Service providers (Schedule C)

Small plans don't disclose service providers

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