Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $31.9M assets / 681 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.
401(k)
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | MCCARTHY RETIREMENT SAVINGS PLAN | 401(k) | $30.4M | 593 | 2025 |
| #003 | MORSE CHEVROLET UNION REPRESENTED EMPLOYEES 401(K) PLAN | 401(k) | $1.5M | 88 | 2025 |