Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROBERT T. MCINERNY COMPANY
EIN 95-3040513insuranceLatest filing 2024
Plans
2
Retirement
2
$9.4M assets
Welfare
0
Participants
5
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.4M assets / 5 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#002
ROBERT T. MCINERNY COMPANY PROFIT SHARING PLAN
ProfitSharing
Assets$6.0M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
ROBERT T. MCINERNY COMPANY CASH BALANCE PENSION PLAN
CashBalance
Assets$3.3M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ROBERT T. MCINERNY COMPANY PROFIT SHARING PLAN | ProfitSharing | $6.0M | 3 | 2024 | |
| 003 | ROBERT T. MCINERNY COMPANY CASH BALANCE PENSION PLAN | CashBalance | $3.3M | 2 | 2024 |
Retirement plans