Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MCCAFFERY, NOLTE & ASSOCIATES, INC.
EIN 93-1016934Wholesale TradeLatest filing 2025
Plans
2
Retirement
2
$6.8M assets
Welfare
0
Participants
20
P.O. BOX 230942 - TIGARD, OR 972810942503-624-5022
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.8M assets / 20 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
MCCAFFERY, NOLTE & ASSOCIATES, INC. PROFIT SHARING PLAN
401k
Assets$4.6M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MCCAFFERY NOLTE & ASSOCIATES, INC. CASH BALANCE PLAN
CashBalance
Assets$2.2M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MCCAFFERY, NOLTE & ASSOCIATES, INC. PROFIT SHARING PLAN | 401k | $4.6M | 12 | 2025 | |
| 002 | MCCAFFERY NOLTE & ASSOCIATES, INC. CASH BALANCE PLAN | CashBalance | $2.2M | 8 | 2025 |
Retirement plans