Plan Snapshot
- Plan Sponsor: Mclean Affiliates, INC.
- Sponsor EIN: 261960246
- Sponsor Address: 75 GREAT POND RD, SIMSBURY, CT, 06070
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 211
- Total Assets: $35.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 211 | $35.5M | $966,917 | $1.2M |
| 2022 | 227 | $32.1M | $1.0M | $1.1M |