P 401(k) Plan Report

Stable plan record

CARLETON MCKENNA & COMPANY LLC 401K AND PROFIT SHARING PLAN

Sponsored by CARLETON MCKENNA AND CO LLC · EIN/PN 271665318-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$5,359
Administrative cost per participant
2025
$14
Active participants
2025
8
Total plan assets
2025
$627,550
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260721124821NAL00087536830018$5,359
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.