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Sponsor portfolio

JOSEPH MCCANN INC.

EIN 20-4614932-medical practice-Latest filing 2025
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
41
433 FLEETWOOD PLACE - GLENDORA, CA 91740626-852-9922LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$654K - 20 part#002CashBalance-$400K - 21 part

Retirement portfolio analytics

2 plans aggregated / $1.1M assets / 41 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • MCCANN INC. 401(K) (#001)62%
  • CASH BALANCE PLAN (#002)38%
Total $1.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)21
  • MCCANN INC. 401(K) (#001)20
Total 41Click 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#001

JOSEPH MCCANN INC. 401(K) PLAN

401k

Assets$654K
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JOSEPH MCCANN INC. CASH BALANCE PLAN

CashBalance

Assets$400K
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JOSEPH MCCANN INC. 401(K) PLAN401k$654K202025
002JOSEPH MCCANN INC. CASH BALANCE PLANCashBalance$400K212024
Retirement plans
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