Assets by plan
Share of aggregate retirement assets
64%top
Sponsor portfolio
THE MCAULAY SMITH FIRM, LTD.
EIN 56-1922482staffing and recruitingLatest filing 2024
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
4
THE ROTUNDA BUILDING, 4201 CONGRESS STREET, SUITE 145 - CHARLOTTE, NC 28209704-342-1880mcaulaysmith.comLinkedIn1-10 employeesstaffing and recruiting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 4 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
THE MCAULAY SMITH FIRM PROFIT SHARING 401(K) PLAN AND TRUST
401k
Assets$1.4M
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
THE MCAULAY SMITH FIRM, LTD. PENSION PLAN
TraditionalDB
Assets$763K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE MCAULAY SMITH FIRM PROFIT SHARING 401(K) PLAN AND TRUST | 401k | $1.4M | 2 | 2024 | |
| 002 | THE MCAULAY SMITH FIRM, LTD. PENSION PLAN | TraditionalDB | $763K | 2 | 2024 |
Retirement plans