Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GEORGE MCCALL
EIN 04-3420668Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
4
51 MILL STREET, BUILDING D,, SUITE 101 - HANOVER, MA 02339781-826-1235
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 4 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#004
GEORGE MCCALL DBA INVESTMENT ADVISORY GROUP CASH BALANCE PLAN
CashBalance
Assets$929K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
GEORGE MCCALL DBA INVESTMENT ADVISORY GROUP 401(K) PLAN
401k
Assets$259K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | GEORGE MCCALL DBA INVESTMENT ADVISORY GROUP CASH BALANCE PLAN | CashBalance | $929K | 2 | 2024 | |
| 003 | GEORGE MCCALL DBA INVESTMENT ADVISORY GROUP 401(K) PLAN | 401k | $259K | 2 | 2025 |
Retirement plans