Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MCKINNEY CAPITAL GROUP LLC
EIN 27-3599430real estateLatest filing 2024
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
26
4660 LA JOLLA VILLAGE DRIVE, #660 - SAN DIEGO, CA 92122858-579-3240LinkedIn11-50 employeesreal estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.6M assets / 26 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
MCKINNEY BROKERAGE GROUP, INC DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$2.1M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
MCKINNEY BROKERAGE GROUP, INC PROFIT SHARING PLAN
ProfitSharing
Assets$466K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MCKINNEY BROKERAGE GROUP, INC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $2.1M | 13 | 2024 | |
| 003 | MCKINNEY BROKERAGE GROUP, INC PROFIT SHARING PLAN | ProfitSharing | $466K | 13 | 2024 |
Retirement plans