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PAUL MCCOY FAMILY OFFICE SERVI

EIN 04-3540129-financial services-Latest filing 2025
Plans
1
Retirement
1
$7.4M assets
Welfare
0
Participants
56
31 SAINT JAMES AVE STE 740 - BOSTON, MA 021164186617-933-3620paul-mccoy.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$7.4M - 56 part

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Retirement#001

PAUL MCCOY FAMILY OFFICE SERVI 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$7.4M
Participants56
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PAUL MCCOY FAMILY OFFICE SERVI 401(K) PROFIT SHARING PLAN & TRUST401k$7.4M562025
Retirement plans
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