Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $977K assets / 9 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Cash balance
401(k)
Self-funded
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | CALL MATT, P.C. CASH BALANCE PENSION PLAN | Cash balance | $678K | 4 | 2025 |
| #001 | CALL MATT, P.C. 401(K) PLAN | 401(k) | $299K | 5 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | MATTHEW MCLAUGHLIN CBIN BENEFIT PLAN | Self-funded | - | $0 | 0 | 2025 |