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Sponsor portfolio

ACKERLY MCBRIDE GROUP PLLC

EIN 93-1394386-medical practice-Latest filing 2025
Plans
3
Retirement
3
$993K assets
Welfare
0
Participants
29
4910 MASSACHUSETTS AVE NW, SUITE 215 - WASHINGTON, DC 20016240-997-8419ackerlymcbride.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
3 filings
#002CashBalance-$748K - 4 part#001401k-$222K - 18 part#003ProfitSharing-$23K - 7 part

Retirement portfolio analytics

3 plans aggregated / $993K assets / 29 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • CASH BALANCE PLAN (#002)75%
  • PLLC - 401(K) (#001)22%
  • PROFIT SHARING PLAN (#003)2%
Total $993KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLLC - 401(K) (#001)18
  • PROFIT SHARING PLAN (#003)7
  • CASH BALANCE PLAN (#002)4
Total 29Click 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#002

ACKERLY MCBRIDE GROUP PLLC CASH BALANCE PLAN

CashBalance

Assets$748K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

ACKERLY MCBRIDE GROUP PLLC - 401(K)

401k

Assets$222K
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

ACKERLY MCBRIDE GROUP PROFIT SHARING PLAN

ProfitSharing

Assets$23K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002ACKERLY MCBRIDE GROUP PLLC CASH BALANCE PLANCashBalance$748K42025
001ACKERLY MCBRIDE GROUP PLLC - 401(K)401k$222K182025
003ACKERLY MCBRIDE GROUP PROFIT SHARING PLANProfitSharing$23K72025
Retirement plans
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