Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GOODY, CLANCY & ASSOCIATES, INC.
EIN 04-2301242Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$22.4M assets
Welfare
0
Participants
202
420 BOYLSTON STREET - BOSTON, MA 021164002617-262-2760
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $22.4M assets / 202 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#001
GOODY, CLANCY 401(K) PROFIT SHARING PLAN
401k
Assets$15.8M
Participants102
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
GOODY, CLANCY & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$6.5M
Participants100
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GOODY, CLANCY 401(K) PROFIT SHARING PLAN | 401k | $15.8M | 102 | 2024 | |
| 003 | GOODY, CLANCY & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $6.5M | 100 | 2024 |
Retirement plans