Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MCSUNLEY, LLC
EIN 47-4570565management consultingLatest filing 2025
Plans
3
Retirement
2
$4.9M assets
Welfare
1
Participants
16
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $4.9M assets / 12 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#002
MCSUNLEY, LLC CASH BALANCE PLAN
CashBalance
Assets$3.3M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MCSUNLEY, LLC. SAFE HARBOR 401(K) PLAN
401k
Assets$1.6M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
MCSUNLEY, LLC SOCA 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 | |
|---|---|---|---|---|---|---|
| 002 | MCSUNLEY, LLC CASH BALANCE PLAN | CashBalance | $3.3M | 6 | 2025 | |
| 001 | MCSUNLEY, LLC. SAFE HARBOR 401(K) PLAN | 401k | $1.6M | 6 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MCSUNLEY, LLC SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans