Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BACKSTROM MCCARLEY BERRY & CO., LLC
EIN 01-0704006investment bankingLatest filing 2024
Plans
2
Retirement
2
$4.8M assets
Welfare
0
Participants
17
130 BATTERY STREET, SUITE 560 - SAN FRANCISCO, CA 94111415-857-6101bmcbco.comLinkedIn11-50 employeesinvestment banking
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.8M assets / 17 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
BACKSTROM MCCARLEY BERRY & CO., LLC 401(K) PLAN
401k
Assets$2.6M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BACKSTROM MCCARLEY BERRY & CO., LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$2.2M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BACKSTROM MCCARLEY BERRY & CO., LLC 401(K) PLAN | 401k | $2.6M | 11 | 2024 | |
| 002 | BACKSTROM MCCARLEY BERRY & CO., LLC CASH BALANCE PENSION PLAN | CashBalance | $2.2M | 6 | 2024 |
Retirement plans