Sponsor portfolio
MCCARLEY & COOK LLC
EIN 85-1434931financial servicesLatest filing 2025
Plans
2
Retirement
1
$16K assets
Welfare
1
Participants
5
6910 MIAMI AVE - CINCINNATI, OH 45243513-792-9990mccarleycook.comLinkedIn1-10 employeesfinancial services
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
MCCARLEY & COOK, LLC 401(K) PLAN
401k
Assets$16K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MCCARLEY & COOK SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MCCARLEY & COOK, LLC 401(K) PLAN | 401k | $16K | 3 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MCCARLEY & COOK SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans