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  2. McCreary Modern, Inc.
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Filings through Oct 24, 2026.

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McCreary Modern, Inc.

EIN 56-1497443-furniture-Latest filing 2025
Plans
3
Retirement
2
$142.5M assets
Health & Benefits
1
$1.4M premiums
Participants
2,725
PO BOX 130 - NEWTON, NC 286580130828-468-2010mccrearymodern.comLinkedIn501-1000 employeesfurniture
Plans on this EIN
3 filings
#002ESOP-$96.6M - 1,050 part#001401(k)-$45.8M - 951 part#501Mixed-$1.4M - 724 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $142.5M assets / 2,001 participants

Assets by plan

Share of aggregate retirement assets

  • EMPLOYEE STOCK OWNERSHIP (#002)$96.6M
  • INC. EMPLOYEES' 401(K) (#001)$45.8M
Total $142.5MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • BLUE RIDGE ESOP ASSOCIATES$96.6M
  • (Not disclosed)$45.8M
Total $142.5MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)1,050
  • INC. EMPLOYEES' 401(K) (#001)951
Total 2,001Select a row to open it

Benefits portfolio analytics

1 plan / $1.4M premiums / 724 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$925K
  • Life$913K
  • Short-term disability$913K
  • Long-term disability$913K
  • Dental$445K
  • Vision$445K
Total $1.4M6 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

MCCREARY MODERN, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$96.6M
Participants1,050
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

MCCREARY MODERN, INC. EMPLOYEES' 401(K) PLAN

401(k)

Assets$45.8M
Participants951
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

MCCREARY MODERN, INC. EMPLOYEE BENEFIT PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$1.4M
Covered lives724
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002MCCREARY MODERN, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$96.6M1,0502025
#001MCCREARY MODERN, INC. EMPLOYEES' 401(K) PLAN401(k)$45.8M9512025
  • MCCREARY MODERN, INC. EMPLOYEE STOCK OWNERSHIP PLAN$96.6M
    #002 · ESOP · 20251,050
  • MCCREARY MODERN, INC. EMPLOYEES' 401(K) PLAN$45.8M
    #001 · 401(k) · 2025951

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501MCCREARY MODERN, INC. EMPLOYEE BENEFIT PLANMixedHARTFORD LIFE AND ACCIDENT$1.4M7242025
  • MCCREARY MODERN, INC. EMPLOYEE BENEFIT PLAN$1.4M
    #501 · Mixed · HARTFORD LIFE AND ACCIDENT · 2025724
Retirement plans
Health & Benefits plans

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