Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MAC MURRAY & SHUSTER LLP
EIN 20-8539334Latest filing 2025
Plans
3
Retirement
2
$5.8M assets
Welfare
1
Participants
56
6525 WEST CAMPUS OVAL, SUITE 210 - NEW ALBANY, OH 43054614-939-9955
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $5.8M assets / 41 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#002
MACMURRAY & SHUSTER, LLP CASH BALANCE PLAN
CashBalance
Assets$3.0M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
MACMURRAY & SHUSTER, LLP 401(K) PROFIT SHARING PLAN
401k
Assets$2.7M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
MAC MURRAY & SHUSTER LLP SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MACMURRAY & SHUSTER, LLP CASH BALANCE PLAN | CashBalance | $3.0M | 17 | 2024 | |
| 001 | MACMURRAY & SHUSTER, LLP 401(K) PROFIT SHARING PLAN | 401k | $2.7M | 24 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MAC MURRAY & SHUSTER LLP SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans