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  2. K. MCCAFFREY, LLC
Sponsor portfolio

K. MCCAFFREY, LLC

EIN 01-0851788-Wholesale Trade-Latest filing 2025
Plans
2
Retirement
2
$12.4M assets
Welfare
0
Participants
8
28182 N. HAYDEN ROAD - SCOTTSDALE, AZ 85266480-502-9018
Plans on this EIN
2 filings
#001ProfitSharing-$9.8M - 4 part#002CashBalance-$2.6M - 4 part

Retirement portfolio analytics

2 plans aggregated / $12.4M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • PROFIT SHARING PLAN (#001)79%
  • CASH BALANCE PENSION (#002)21%
Total $12.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)4
  • CASH BALANCE PENSION (#002)4
Total 8Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

K. MCCAFFREY, LLC PROFIT SHARING PLAN

ProfitSharing

Assets$9.8M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

K. MCCAFFREY, LLC CASH BALANCE PENSION PLAN

CashBalance

Assets$2.6M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001K. MCCAFFREY, LLC PROFIT SHARING PLANProfitSharing$9.8M42025
002K. MCCAFFREY, LLC CASH BALANCE PENSION PLANCashBalance$2.6M42025
Retirement plans
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