Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MCGEE ENTERPRISES
EIN 27-3258376Wholesale TradeLatest filing 2024
Plans
2
Retirement
2
$6.0M assets
Welfare
0
Participants
39
21827 N. SCOTTSDALE RD. - SCOTTSDALE, AZ 85255480-538-9368
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.0M assets / 39 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
MCGEE ENTERPRISES DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$4.4M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MCGEE ENTERPRISES 401(K) PROFIT SHARING PLAN
401k
Assets$1.6M
Participants20
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 | MCGEE ENTERPRISES DEFINED BENEFIT PENSION PLAN | TraditionalDB | $4.4M | 19 | 2024 | |
| 002 | MCGEE ENTERPRISES 401(K) PROFIT SHARING PLAN | 401k | $1.6M | 20 | 2024 |
Retirement plans