Assets by plan
Share of aggregate retirement assets
Filings through .
Meunier Carlin & Curfman, LLC
EIN 27-2063899legal servicesLatest filing 2025
Plans
2
Retirement
2
$25.0M assets
Health & Benefits
0
Participants
220
999 PEACHTREE STREET NE, SUITE 1300 - ATLANTA, GA 30309404-645-7700mcciplaw.comLinkedIn51-200 employeeslegal services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $25.0M assets / 220 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- THE VANGUARD GROUP, INC.$24.4M
- (Not disclosed)$626K
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
MEUNIER CARLIN & CURFMAN, LLC 401(K) PLAN
401(k)
Assets$24.4M
Participants133
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
MEUNIER CARLIN & CURFMAN, LLC CASH BALANCE PLAN
Cash balance
Assets$626K
Participants87
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | MEUNIER CARLIN & CURFMAN, LLC 401(K) PLAN | 401(k) | $24.4M | 133 | 2025 |
| #002 | MEUNIER CARLIN & CURFMAN, LLC CASH BALANCE PLAN | Cash balance | $626K | 87 | 2025 |
- #001 · 401(k) · 2025133
- #002 · Cash balance · 202587
Retirement plans