PlanOptica
Free ERISA searchPricing
Sign inTry Pro free
  1. Companies/
  2. Christopher J. McGarvey

Filings through Oct 24, 2026.

Sponsor portfolio

Christopher J. McGarvey

EIN 81-4449377-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
9
170 JENNIFER RD STE 330 - ANNAPOLIS, MD 21401443-837-1077christophermcgrady.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#001401(k)-$819K - 6 part#002Cash balance-$335K - 3 part

Retirement portfolio analytics

2 plans aggregated / $1.2M assets / 9 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • J. MCGARVEY 401(K) (#001)71%
  • CASH BALANCE PLAN (#002)29%
Total $1.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • J. MCGARVEY 401(K) (#001)6
  • CASH BALANCE PLAN (#002)3
Total 9Click 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

CHRISTOPHER J. MCGARVEY 401(K) PLAN

401(k)

Assets$819K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CHRISTOPHER J. MCGARVEY CASH BALANCE PLAN

Cash balance

Assets$335K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CHRISTOPHER J. MCGARVEY 401(K) PLAN401(k)$819K62025
002CHRISTOPHER J. MCGARVEY CASH BALANCE PLANCash balance$335K32025
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