Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MACLEAN WEALTH PLANNING, LLC
EIN 47-4186737Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
5
1201 PACIFIC AVE SUITE 600 - TACOMA, WA 98402253-509-7051macleanwealthplanning.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M assets / 5 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
MACLEAN WEALTH PLANNING 401K
401k
Assets$1.4M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MACLEAN WEALTH PLANNING, LLC CASH BALANCE PLAN
CashBalance
Assets$946K
Participants2
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 | MACLEAN WEALTH PLANNING 401K | 401k | $1.4M | 3 | 2024 | |
| 002 | MACLEAN WEALTH PLANNING, LLC CASH BALANCE PLAN | CashBalance | $946K | 2 | 2024 |
Retirement plans