Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MCGEE, LERER & ASSOCIATES
EIN 33-1061015Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$6.8M assets
Welfare
0
Participants
60
11845 OLYMPIC BLVD., SUITE 645W - LOS ANGELES, CA 90064310-231-9717
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.8M assets / 60 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, LERER & ASSOCIATES DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$6.0M
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MCGEE, LERER & ASSOCIATES A LAW CORP. 401(K) & PROFIT SHARING PLAN
ProfitSharing
Assets$818K
Participants29
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, LERER & ASSOCIATES DEFINED BENEFIT PENSION PLAN | TraditionalDB | $6.0M | 31 | 2024 | |
| 002 | MCGEE, LERER & ASSOCIATES A LAW CORP. 401(K) & PROFIT SHARING PLAN | ProfitSharing | $818K | 29 | 2024 |
Retirement plans