Hanna, Brophy, Maclean, Mcaleer 401(k) Plan: Login, Facts & Contact Information

Hanna, Brophy, Maclean, Mcaleer 401(k) Plan Facts

Plan name
HANNA, BROPHY 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
HANNA, BROPHY, MACLEAN, MCALEER
Participants
612 (255 active employees)
Former employees with a balance
401
Plan assets
$36,010,116 at Dec 31, 2024
Average account balance
$54,977 across 655 accounts
Employer contributions
$2,020,624 in plan year 2024 (52% of all contributions)
Recordkeeper
Kestra Advisory Services
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Feb 1, 2013
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $3.89 million went into the plan in contributions, $2.02 million of it from the employer (52%).
  • $3.75 million was paid out to participants.
  • Investment and other income added $4.14 million.
  • Administrative expenses were $77,911, about $119 per account.

How the Hanna, Brophy, Maclean, Mcaleer 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019328$18.0 million$1.42 million$2.08 million
2020364$22.8 million$1.43 million$697,452
2021414$27.3 million$1.47 million$1.95 million
2022465$25.0 million$1.91 million$1.28 million
2023531$31.8 million$1.93 million$1.63 million
2024612$36.0 million$2.02 million$3.75 million

Hanna, Brophy, Maclean, Mcaleer 401(k) Contact Information

Phone
510-446-2150
Mailing address
555 12TH STREET SUITE 1800, OAKLAND CA 94607
Plan sponsor
HANNA, BROPHY, MACLEAN, MCALEER
Employer identification number (EIN)
94-2709617
Plan number
001

Questions about the Hanna, Brophy, Maclean, Mcaleer 401(k)

Does Hanna, Brophy, Maclean, Mcaleer contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $2.02 million, 52% of all contributions.

Does the Hanna, Brophy, Maclean, Mcaleer 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Hanna, Brophy, Maclean, Mcaleer 401(k) plan?

612 participants at the start of plan year 2024, 255 of them active employees, and 401 former employees who still had money in the plan.

What is the average 401(k) balance at Hanna, Brophy, Maclean, Mcaleer?

About $54,977 per account: $36.0 million in plan assets across 655 accounts with a balance at the end of plan year 2024.

Who manages the Hanna, Brophy, Maclean, Mcaleer 401(k) accounts?

KESTRA ADVISORY SERVICES is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Hanna, Brophy, Maclean, Mcaleer. How do I access my 401(k)?

Your account stays with KESTRA ADVISORY SERVICES after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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