Mckinney Capital Management 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Mckinney Capital Management
  • Sponsor EIN: 264232543
  • Sponsor Address: 8 GREENWAY PLZ STE 1414, HOUSTON, TX, 770460800
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 7
  • Total Assets: $1.9M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: Yes
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20257$1.9M$0$0
20245$1.5M$97,946$66,512
20235$897,010$98,137$45,955
20224$433,163$69,913$44,205

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