Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ADAM & MCGREVEY, PA
EIN 81-1891343Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
3
Retirement
3
$3.5M assets
Welfare
0
Participants
18
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $3.5M assets / 18 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
ADAM & MCGREVEY, PA 401(K) PLAN
401k
Assets$3.1M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ADAM & MCGREVEY, PA CASH BALANCE PLAN
TraditionalDB
Assets$268K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
ADAM & MCGREVEY, PA PROFIT SHARING PLAN
ProfitSharing
Assets$98K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ADAM & MCGREVEY, PA 401(K) PLAN | 401k | $3.1M | 8 | 2024 | |
| 002 | ADAM & MCGREVEY, PA CASH BALANCE PLAN | TraditionalDB | $268K | 4 | 2024 | |
| 003 | ADAM & MCGREVEY, PA PROFIT SHARING PLAN | ProfitSharing | $98K | 6 | 2024 |
Retirement plans