Original filing (PDF)20250701032726NAL0028727522001

McCarthy & Cox Retirement & Estate Specialists, LLC

Name: McCarthy & Cox Retirement & Estate Specialists, LLC — Form 5500 Plan 003 (2024)
Creator: McCarthy & Cox Retirement & Estate Specialists, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McCarthy & Cox Retirement & Estate Specialists, LLC Cash Balance Pension Plan

Defined-benefit pension plan · McCarthy & Cox Retirement & Estate Specialists, LLC's McCarthy & Cox Retirement & Estate Specialists, LLC Cash Balance Pension Plan held $1.1M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

McCarthy & Cox Retirement & Estate Specialists, LLC's EIN is 20-8157696.

EIN 20-8157696

Plan number 003

Plan year 2024

ACK ID 20250701032726NAL0028727522001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for McCarthy & Cox Retirement & Estate Specialists, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

McCarthy & Cox Retirement & Estate Specialists, LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS, LLC.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score