PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. MCATEE & WOODS, P.C.
Sponsor portfolio

MCATEE & WOODS, P.C.

EIN 73-1603127-law practice-Latest filing 2025
Plans
2
Retirement
2
$4.9M assets
Welfare
0
Participants
30
410 NW 13TH STREET - OKLAHOMA CITY, OK 73103405-232-5067mcateeandwoods.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$4.1M - 14 part#002CashBalance-$837K - 16 part

Retirement portfolio analytics

2 plans aggregated / $4.9M assets / 30 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • PROFIT SHARING PLAN (#001)83%
  • CASH BALANCE PLAN (#002)17%
Total $4.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)16
  • PROFIT SHARING PLAN (#001)14
Total 30Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MCATEE & WOODS, P.C. PROFIT SHARING PLAN

401k

Assets$4.1M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MCATEE & WOODS, P.C. CASH BALANCE PLAN

CashBalance

Assets$837K
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MCATEE & WOODS, P.C. PROFIT SHARING PLAN401k$4.1M142025
002MCATEE & WOODS, P.C. CASH BALANCE PLANCashBalance$837K162024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica