Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
C.M. MOCKBEE CO.
EIN 31-1816468building materialsLatest filing 2025
Plans
3
Retirement
2
$3.6M assets
Welfare
1
Participants
41
4213 SPRING GROVE AVE. - CINCINNATI, OH 45223513-621-3864mockbee.comLinkedIn11-50 employeesbuilding materials
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $3.6M 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#001
C.M. MOCKBEE CO. 401(K) PLAN
401k
Assets$2.4M
Participants21
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
C.M. MOCKBEE CASH BALANCE PENSION PLAN
CashBalance
Assets$1.2M
Participants20
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
C. M. MOCKBEE COMPANY SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
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Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | C.M. MOCKBEE CO. 401(K) PLAN | 401k | $2.4M | 21 | 2025 | |
| 002 | C.M. MOCKBEE CASH BALANCE PENSION PLAN | CashBalance | $1.2M | 20 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | C. M. MOCKBEE COMPANY SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans