McCarthy & Cox Retirement & Estate Specialists, LLC (EIN 20-8157696) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $4.5M in plan assets and 34 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| McCarthy & Cox Retirement & Estate Specialists, LLC 401(k) Profit Sharing Plan | 001 | 17 | $3.4M |
| McCarthy & Cox Retirement & Estate Specialists, LLC Cash Balance Pension Plan | 003 | 17 | $1.1M |
20-8157696 is the Employer Identification Number (EIN) McCarthy & Cox Retirement & Estate Specialists, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Ohio EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
