Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JODI MCGRAW, SOLE PROP DBA JODI MCGRAW CONSULTING
EIN 80-0155305civil engineeringLatest filing 2025
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
9
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.7M assets / 9 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#003
JODI MCGRAW CONSULTING CASH BALANCE PLAN
CashBalance
Assets$1.6M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JODI MCGRAW CONSULTING 401K PLAN
401k
Assets$1.1M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | JODI MCGRAW CONSULTING CASH BALANCE PLAN | CashBalance | $1.6M | 4 | 2025 | |
| 002 | JODI MCGRAW CONSULTING 401K PLAN | 401k | $1.1M | 5 | 2025 |
Retirement plans