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Sponsor portfolio

MCVAY, LLC

EIN 26-3655060-medical practice-Latest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
8
22232 17TH AVE SE, SUITE 311 - BOTHELL, WA 98021425-489-0848LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$1.0M - 5 part#002CashBalance-$442K - 3 part

Retirement portfolio analytics

2 plans aggregated / $1.5M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • GROUP RETIREMENT PLAN (#001)70%
  • CASH BALANCE PENSION (#002)30%
Total $1.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • GROUP RETIREMENT PLAN (#001)5
  • CASH BALANCE PENSION (#002)3
Total 8Click 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

MCVAY GROUP RETIREMENT PLAN

401k

Assets$1.0M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

THE KNUTZEN-MCVAY GROUP CASH BALANCE PENSION PLAN

CashBalance

Assets$442K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MCVAY GROUP RETIREMENT PLAN401k$1.0M52025
002THE KNUTZEN-MCVAY GROUP CASH BALANCE PENSION PLANCashBalance$442K32025
Retirement plans
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