Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FORDE MCGOVERN & ASSOCIATES, INC.
EIN 33-0671930Administrative and Support and Waste Management and Remediation ServicesLatest filing 2025
Plans
2
Retirement
2
$3.6M assets
Welfare
0
Participants
12
905 CALLE AMANECER, SUITE 160 - SAN CLEMENTE, CA 92673949-713-9098fordemcgovern.comLinkedIn11-50 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.6M assets / 12 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#003
FORDE-MCGOVERN & ASSOCIATES, INC., 401(K) PROFIT SHARING PLAN
401k
Assets$2.6M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
FORDE MCGOVERN DEFINED BENEFIT PLAN
TraditionalDB
Assets$1.0M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | FORDE-MCGOVERN & ASSOCIATES, INC., 401(K) PROFIT SHARING PLAN | 401k | $2.6M | 8 | 2025 | |
| 004 | FORDE MCGOVERN DEFINED BENEFIT PLAN | TraditionalDB | $1.0M | 4 | 2025 |
Retirement plans