Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MCGUIRE TEAM, INC.
EIN 20-0145646real estateLatest filing 2024
Plans
2
Retirement
2
$770K assets
Welfare
0
Participants
9
30190 TOWN CENTER DR, STE D - LAGUNA NIGUEL, CA 92677949-248-8401mcguireteam.comLinkedIn11-50 employeesreal estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $770K assets / 9 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
MCGUIRE TEAM, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$677K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MCGUIRE TEAM, INC. 401(K) PLAN
401k
Assets$94K
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 | MCGUIRE TEAM, INC. CASH BALANCE PENSION PLAN | CashBalance | $677K | 3 | 2024 | |
| 001 | MCGUIRE TEAM, INC. 401(K) PLAN | 401k | $94K | 6 | 2024 |
Retirement plans