Assets by plan
Share of aggregate retirement assets
Filings through .
McQuilling Partners, Inc.
EIN 13-3641075maritimeLatest filing 2025
Plans
2
Retirement
2
$31.2M assets
Health & Benefits
0
Participants
122
1035 STEWART AVENUE - GARDEN CITY, NY 11530516-227-5700mcquilling.comLinkedIn51-200 employeesmaritime
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $31.2M assets / 122 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
MCQUILLING PARTNERS, INC. 401(K) PROFIT SHARING PLAN
401(k)
Assets$24.6M
Participants71
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
MCQUILLING BROKERAGE PARTNERS, INC. CASH BALANCE PLAN
Cash balance
Assets$6.6M
Participants51
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | MCQUILLING PARTNERS, INC. 401(K) PROFIT SHARING PLAN | 401(k) | $24.6M | 71 | 2025 |
| #004 | MCQUILLING BROKERAGE PARTNERS, INC. CASH BALANCE PLAN | Cash balance | $6.6M | 51 | 2025 |
- #001 · 401(k) · 202571
- #004 · Cash balance · 202551
Retirement plans