McKinley Management 401(k) match, vesting and fees
What McKinley Management's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Human Interest Advisors LLC | Schedule C ↗ |
| Independent auditor | Swalling & Associates PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Plan history
Plan assets were $14.8M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 89 | $14.8M | $95K | $1,120 | 0.14% | Not published | Form 5500 ↗ |
Common questions
Does McKinley Management match 401(k) contributions?
The match terms for the Mckinley Management, LLC 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $95K in employer contributions, about $1,120 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the McKinley Management 401(k) match vested?
The vesting schedule for the Mckinley Management, LLC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the McKinley Management 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Human Interest Advisors LLC. The plan administrator is Mckinley Management Inc..
I left McKinley Management. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Mckinley Management Inc., (907) 274-3200) or the recordkeeper, Human Interest Advisors LLC. The McKinley Management old 401(k) page lists the contacts from every plan filing. Find an old McKinley Management 401(k)
Data from the public Form 5500 annual reports McKinley Management filed with the U.S. Department of Labor (plan years 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with McKinley Management. Not financial advice. Report a correction · Methodology