Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
McClelland & Associates, Inc.
EIN 59-3522873Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
6
2535 LANDMARK DRIVE, SUITE 103 - CLEARWATER, FL 33761727-799-4649
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.1M assets / 6 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#001
MCCLELLAND & ASSOCIATES DEFINED BENEFIT PLAN
Traditional DB
Assets$2.9M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
MCCLELLAND & ASSOCIATES 401(K) PLAN
401(k)
Assets$249K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MCCLELLAND & ASSOCIATES DEFINED BENEFIT PLAN | Traditional DB | $2.9M | 3 | 2025 | |
| 002 | MCCLELLAND & ASSOCIATES 401(K) PLAN | 401(k) | $249K | 3 | 2025 |
Retirement plans