Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MCCLEAN DESIGN & INVESTMENTS, INC.
EIN 33-0944172Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
24
391 S. GLASSELL STREET - ORANGE, CA 928661919714-505-0556
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.5M assets / 24 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
MCCLEAN DESIGN CASH BALANCE PLAN
CashBalance
Assets$2.1M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MCCLEAN DESIGN PROFIT SHARING PLAN
ProfitSharing
Assets$1.4M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MCCLEAN DESIGN CASH BALANCE PLAN | CashBalance | $2.1M | 12 | 2025 | |
| 001 | MCCLEAN DESIGN PROFIT SHARING PLAN | ProfitSharing | $1.4M | 12 | 2025 |
Retirement plans