Assets by plan
Share of aggregate retirement assets
- PLLC - 401(K) (#001)$222K
Filings through .
3 plans aggregated / $993K assets / 29 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Cash balance
401(k)
Profit-sharing
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | ACKERLY MCBRIDE GROUP PLLC CASH BALANCE PLAN | Cash balance | $748K | 4 | 2025 |
| #001 | ACKERLY MCBRIDE GROUP PLLC - 401(K) | 401(k) | $222K | 18 | 2025 |
| #003 | ACKERLY MCBRIDE GROUP PROFIT SHARING PLAN | Profit-sharing | $23K | 7 | 2025 |