Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MACAULAY & ASSOCIATES LLC
EIN 84-4302738Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$95K assets
Welfare
0
Participants
17
5321 1ST AVENUE S - ST. PETERSBURG, FL 33707727-520-1980
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $95K assets / 17 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
MACAULAY & ASSOCIATES 401(K) PLAN
401k
Assets$59K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
MACAULAY & ASSOCIATES DEFINED BENEFIT PLAN
TraditionalDB
Assets$36K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MACAULAY & ASSOCIATES 401(K) PLAN | 401k | $59K | 8 | 2024 | |
| 002 | MACAULAY & ASSOCIATES DEFINED BENEFIT PLAN | TraditionalDB | $36K | 9 | 2024 |
Retirement plans