Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS, LLC
EIN 20-8157696financial servicesLatest filing 2025
Plans
2
Retirement
2
$5.7M assets
Welfare
0
Participants
43
127 W 5TH STREET - MARYSVILLE, OH 43040937-644-0351mccarthyandcox.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.7M assets / 43 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$4.4M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$1.3M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS, LLC 401(K) PROFIT SHARING PLAN | 401k | $4.4M | 22 | 2025 | |
| 003 | MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS, LLC CASH BALANCE PENSION PLAN | CashBalance | $1.3M | 21 | 2025 |
Retirement plans