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  2. Symmes Maini & McKee Assoc. Inc.
  • Retirement analytics
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Filings through Oct 24, 2026.

Symmes Maini & McKee Assoc. Inc.

EIN 04-2745179-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
2
$93.3M assets
Health & Benefits
1
$2.4M premiums
Participants
721
1000 MASSACHUSETTS AVENUE - CAMBRIDGE, MA 02138617-547-5400
Plans on this EIN
3 filings
#004401(k)-$72.2M - 291 part#003ESOP-$21.1M - 223 part#509Mixed-$2.4M - 284 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $93.3M assets / 514 participants

Assets by plan

Share of aggregate retirement assets

  • INC. 401K PLAN (#004)$72.2M
  • EMPLOYEE STOCK OWNERSHIP (#003)$21.1M
Total $93.3MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • INC. 401K PLAN (#004)291
  • EMPLOYEE STOCK OWNERSHIP (#003)223
Total 514Select a row to open it

Benefits portfolio analytics

1 plan / $2.4M premiums / 284 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Long-term disability$43K
  • Life$42K
  • Vision$23K
  • Short-term disability$7K
Total $2.4M5 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#004

SYMMES, MAINI & MCKEE ASSOCIATES, INC. 401K PLAN

401(k)

Assets$72.2M
Participants291
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

SYMMES MAINI & MCKEE ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$21.1M
Participants223
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#509

SYMMES MAINI & MCKEE WELFARE BENEFIT PLAN

Mixed - TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC.

Premiums$2.4M
Covered lives284
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#004SYMMES, MAINI & MCKEE ASSOCIATES, INC. 401K PLAN401(k)$72.2M2912025
#003SYMMES MAINI & MCKEE ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$21.1M2232025
  • SYMMES, MAINI & MCKEE ASSOCIATES, INC. 401K PLAN$72.2M
    #004 · 401(k) · 2025291
  • SYMMES MAINI & MCKEE ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN$21.1M
    #003 · ESOP · 2025223

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#509SYMMES MAINI & MCKEE WELFARE BENEFIT PLANMixedTUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC.$2.4M2842025
  • SYMMES MAINI & MCKEE WELFARE BENEFIT PLAN$2.4M
    #509 · Mixed · TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC. · 2025284
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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