Sponsor portfolio
MCCARTHY TAX PREPARATION LLC
EIN 81-3555810Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
1
$622K assets
Welfare
1
Participants
21
1203 GLENWOOD TRL - BATAVIA, OH 45103513-239-7446
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MCCARTHY TAX PREPARATION 401(K) PLAN
401k
Assets$622K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
MCCARTHY TAX PREPARATION LLC SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MCCARTHY TAX PREPARATION 401(K) PLAN | 401k | $622K | 14 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MCCARTHY TAX PREPARATION LLC SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans