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Sponsor portfolio

MATTHEW MCLAUGHLIN

EIN 46-5060766-Latest filing 2025
Plans
3
Retirement
2
$655K assets
Welfare
1
Participants
9
734 PINE DR - INDIANAPOLIS, IN 46260317-590-0529
Plans on this EIN
3 filings
#002CashBalance-$483K - 4 part#001401k-$172K - 5 part#501Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $655K assets / 9 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • CASH BALANCE PENSION (#002)74%
  • MATT, P.C. 401(K) (#001)26%
Total $655KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MATT, P.C. 401(K) (#001)5
  • CASH BALANCE PENSION (#002)4
Total 9Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CALL MATT, P.C. CASH BALANCE PENSION PLAN

CashBalance

Assets$483K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

CALL MATT, P.C. 401(K) PLAN

401k

Assets$172K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MATTHEW MCLAUGHLIN CBIN BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CALL MATT, P.C. CASH BALANCE PENSION PLANCashBalance$483K42024
001CALL MATT, P.C. 401(K) PLAN401k$172K52024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MATTHEW MCLAUGHLIN CBIN BENEFIT PLANSelf Funded-$002025
Retirement plans
Welfare plans
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