Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROBERT MCELROY LLC
EIN 83-3688157Other Services (except Public Administration)Latest filing 2024
Plans
2
Retirement
2
$781K assets
Welfare
0
Participants
39
225 EAST CARSON STREET - CARSON, CA 90745415-887-8028
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $781K assets / 39 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#002
ROBERT MCELROY LLC CASH BALANCE PLAN
CashBalance
Assets$637K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ROBERT MCELROY LLC PROFIT SHARING PLAN
ProfitSharing
Assets$144K
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ROBERT MCELROY LLC CASH BALANCE PLAN | CashBalance | $637K | 17 | 2024 | |
| 001 | ROBERT MCELROY LLC PROFIT SHARING PLAN | ProfitSharing | $144K | 22 | 2024 |
Retirement plans