Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MCKINNEY & ASSOCIATES, LLC
EIN 45-4197495accountingLatest filing 2025
Plans
3
Retirement
2
$653K assets
Welfare
1
Participants
9
107 E PUBLIC SQUARE SUITE A - SCOTTSVILLE, KY 42164270-237-3169mckinneycpas.comLinkedIn1-10 employeesaccounting
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $653K assets / 7 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
MCKINNEY & ASSOCIATES 401(K) PLAN
401k
Assets$534K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
MCKINNEY & ASSOCIATES CASH BALANCE PLAN
CashBalance
Assets$119K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
MCKINNEY & ASSOCIATES LLC CBS BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MCKINNEY & ASSOCIATES 401(K) PLAN | 401k | $534K | 4 | 2025 | |
| 002 | MCKINNEY & ASSOCIATES CASH BALANCE PLAN | CashBalance | $119K | 3 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MCKINNEY & ASSOCIATES LLC CBS BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans