Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MAYFIELD FINANCIAL SERVICES
EIN 34-1818472financial servicesLatest filing 2025
Plans
2
Retirement
2
$6.5M assets
Welfare
0
Participants
28
6120 PARKLAND BOULEVARD, SUITE 101 - MAYFIELD HEIGHTS, OH 44124440-449-7709mayfield1.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.5M assets / 28 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
MAYFIELD FINANCIAL SERVICES 401(K) PLAN
401k
Assets$4.5M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
MAYFIELD FINANCIAL SERVICES CASH BALANCE PLAN
CashBalance
Assets$2.0M
Participants12
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 | MAYFIELD FINANCIAL SERVICES 401(K) PLAN | 401k | $4.5M | 16 | 2025 | |
| 002 | MAYFIELD FINANCIAL SERVICES CASH BALANCE PLAN | CashBalance | $2.0M | 12 | 2025 |
Retirement plans