PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Williamsmccarthy LLP
  • Retirement analytics
  • Plan summaries
  • Retirement plans

Filings through Oct 24, 2026.

Williamsmccarthy LLP

EIN 20-5568874-law practice-Latest filing 2025
Plans
2
Retirement
2
$28.7M assets
Health & Benefits
0
Participants
49
120 W STATE STREET - SUITE 400 - ROCKFORD, IL 61101815-987-8900wilmac.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filings
#002401(k)-$21.7M - 29 part#006Money purchase-$7.0M - 20 part

Retirement portfolio analytics

2 plans aggregated / $28.7M assets / 49 participants

Assets by plan

Share of aggregate retirement assets

  • PROFIT SHARING PLAN (#002)$21.7M
  • MONEY PURCHASE PENSION (#006)$7.0M
Total $28.7MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)29
  • MONEY PURCHASE PENSION (#006)20
Total 49Select a row to open it

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

WILLIAMSMCCARTHY LLP CASH OR DEFERRED PROFIT SHARING PLAN

401(k)

Assets$21.7M
Participants29
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#006

WILLIAMSMCCARTHY, LLP MONEY PURCHASE PENSION PLAN

Money purchase

Assets$7.0M
Participants20
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002WILLIAMSMCCARTHY LLP CASH OR DEFERRED PROFIT SHARING PLAN401(k)$21.7M292025
#006WILLIAMSMCCARTHY, LLP MONEY PURCHASE PENSION PLANMoney purchase$7.0M202025
  • WILLIAMSMCCARTHY LLP CASH OR DEFERRED PROFIT SHARING PLAN$21.7M
    #002 · 401(k) · 202529
  • WILLIAMSMCCARTHY, LLP MONEY PURCHASE PENSION PLAN$7.0M
    #006 · Money purchase · 202520
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Plan summaries
  3. Retirement plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica