Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WILLIAM T MCDONALD INC
EIN 04-2388692Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
12
19 YALE AVE - WAKEFIELD, MA 018802308781-245-8117
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 12 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#002
MCDONALD FUNERAL HOME RETIREMENT PLAN
ProfitSharing
Assets$1.5M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
WILLIAM T MCDONALD INC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$140K
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 | |
|---|---|---|---|---|---|---|
| 002 | MCDONALD FUNERAL HOME RETIREMENT PLAN | ProfitSharing | $1.5M | 6 | 2024 | |
| 001 | WILLIAM T MCDONALD INC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $140K | 6 | 2025 |
Retirement plans