# Mclean Affiliates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/mclean-affiliates-inc-401k-plan

> Mclean Affiliates, INC.'s 401(k) plan: 211 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mclean Affiliates, INC.

- **Sponsor EIN:** 261960246

- **Sponsor Address:** 75 GREAT POND RD, SIMSBURY, CT, 06070

- **Plan Type:** 401(k)

- **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.|

| 2024|211|$35.5M|$0|$0|

| 2023|227|$32.1M|$0|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$50,010|$45,000|—|—|—|

| 2023|$49,550|$30,000|—|—|—|

## Similar Plans

- [Livewell Alliance, INC.](https://planprovider.pro/companies/livewell-alliance-inc-401k-plan) — 199 participants

- [Hebrew Health Care, INC.](https://planprovider.pro/companies/hebrew-health-care-inc-401k-plan) — 198 participants

- [Carolton Chronic & Convalescent Hospital, INC.](https://planprovider.pro/companies/carolton-chronic-convalescent-hospital-inc-plan) — 196 participants

- [Community Options, INC.](https://planprovider.pro/companies/community-options-inc-401k-plan-001) — 194 participants

- [Hart United, INC.](https://planprovider.pro/companies/hart-united-inc-plan) — 193 participants

- [Westview Nursing Care & Rehabilitation Center, INC.](https://planprovider.pro/companies/westview-nursing-care-rehabilitation-center-inc-401k-plan) — 192 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/mclean-affiliates-inc-401k-plan)

© 2026 PlanProvider.Pro