Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $28.7M assets / 49 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Money purchase
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | WILLIAMSMCCARTHY LLP CASH OR DEFERRED PROFIT SHARING PLAN | 401(k) | $21.7M | 29 | 2025 |
| #006 | WILLIAMSMCCARTHY, LLP MONEY PURCHASE PENSION PLAN | Money purchase | $7.0M | 20 | 2025 |