Assets by plan
Share of aggregate retirement assets
79%top
Sponsor portfolio
MCCLURE ASSOCIATES, INC.
EIN 36-2497592Wholesale TradeLatest filing 2025
Plans
2
Retirement
2
$11.7M assets
Welfare
0
Participants
65
475 CAPITAL DRIVE - LAKE ZURICH, IL 600471537847-550-9570
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $11.7M assets / 65 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
MCCLURE ASSOCIATES, INC. RETIREMENT PLAN & TRUST
401k
Assets$9.2M
Participants40
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
MCCLURE ASSOCIATES, INC. CASH BALANCE PLAN
CashBalance
Assets$2.5M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MCCLURE ASSOCIATES, INC. RETIREMENT PLAN & TRUST | 401k | $9.2M | 40 | 2025 | |
| 002 | MCCLURE ASSOCIATES, INC. CASH BALANCE PLAN | CashBalance | $2.5M | 25 | 2025 |
Retirement plans
Welfare plans