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Sponsor portfolio

MCMANUS WEALTH

EIN 82-3911985-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
2
$4.6M assets
Welfare
0
Participants
11
9870 RESEARCH DRIVE - IRVINE, CA 92618800-516-5333
Plans on this EIN
2 filings
#001401k-$4.0M - 6 part#002CashBalance-$626K - 5 part

Retirement portfolio analytics

2 plans aggregated / $4.6M assets / 11 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • MCMANUS WEALTH 401(K) (#001)86%
  • CASH BALANCE PENSION (#002)14%
Total $4.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MCMANUS WEALTH 401(K) (#001)6
  • CASH BALANCE PENSION (#002)5
Total 11Click 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

MCMANUS WEALTH 401(K) PLAN

401k

Assets$4.0M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MCMANUS WEALTH CASH BALANCE PENSION PLAN

CashBalance

Assets$626K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MCMANUS WEALTH 401(K) PLAN401k$4.0M62024
002MCMANUS WEALTH CASH BALANCE PENSION PLANCashBalance$626K52024
Retirement plans
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