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Sponsor portfolio

FRANCIS J. JOYCE & SON, INC.

EIN 04-2150776-Other Services (except Public Administration)-Latest filing 2025
Plans
2
Retirement
2
$222K assets
Welfare
0
Participants
7
245 MAIN ST - WALTHAM, MA 024536612781-894-2895
Plans on this EIN
2 filings
#002401k-$119K - 4 part#001TraditionalDB-$103K - 3 part

Retirement portfolio analytics

2 plans aggregated / $222K assets / 7 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • PLAN AND TRUST (#002)54%
  • PLAN AND TRUST (#001)46%
Total $222KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)4
  • PLAN AND TRUST (#001)3
Total 7Click 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

JOYCE 401K PLAN AND TRUST

401k

Assets$119K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

JOYCE PENSION PLAN AND TRUST

TraditionalDB

Assets$103K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002JOYCE 401K PLAN AND TRUST401k$119K42024
001JOYCE PENSION PLAN AND TRUSTTraditionalDB$103K32025
Retirement plans
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