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Sponsor portfolio

MCKINLEY CONSULTING GROUP, INC.

EIN 20-3892412-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$796K assets
Welfare
0
Participants
9
8027 ASHFORD DR - FREDRICKSBURG, VA 22407540-368-0007
Plans on this EIN
2 filings
#002CashBalance-$416K - 5 part#001401k-$381K - 4 part

Retirement portfolio analytics

2 plans aggregated / $796K assets / 9 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • CASH BALANCE PLAN (#002)52%
  • GROUP, INC. 401(K) (#001)48%
Total $796KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)5
  • GROUP, INC. 401(K) (#001)4
Total 9Click 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

MCKINLEY CONSULTING GROUP, INC. CASH BALANCE PLAN

CashBalance

Assets$416K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MCKINLEY CONSULTING GROUP, INC. 401(K) PLAN

401k

Assets$381K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MCKINLEY CONSULTING GROUP, INC. CASH BALANCE PLANCashBalance$416K52025
001MCKINLEY CONSULTING GROUP, INC. 401(K) PLAN401k$381K42025
Retirement plans
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