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Sponsor portfolio

GEOFFREY MCCABE TACKNEY, INC.

EIN 20-2389746-Real Estate and Rental and Leasing-Latest filing 2024
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
11
5256 LAMPSON AVE. - GARDEN GROVE, CA 92845714-801-9882
Plans on this EIN
2 filings
#002CashBalance-$841K - 4 part#001401k-$513K - 7 part

Retirement portfolio analytics

2 plans aggregated / $1.4M assets / 11 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • CASH BALANCE PLAN (#002)62%
  • REAL ESTATE 401(K) (#001)38%
Total $1.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • REAL ESTATE 401(K) (#001)7
  • CASH BALANCE PLAN (#002)4
Total 11Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

GMT REAL ESTATE CASH BALANCE PLAN

CashBalance

Assets$841K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

GMT REAL ESTATE 401(K) PLAN

401k

Assets$513K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002GMT REAL ESTATE CASH BALANCE PLANCashBalance$841K42024
001GMT REAL ESTATE 401(K) PLAN401k$513K72024
Retirement plans
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