Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
A.M. FOGARTY & ASSOCIATES, INC.
EIN 04-2681862mechanical or industrial engineeringLatest filing 2025
Plans
2
Retirement
2
$3.3M assets
Welfare
0
Participants
11
175 DERBY STREET, SUITE 5 - HINGHAM, MA 02043781-749-7272amfogarty.comLinkedIn1-10 employeesmechanical or industrial engineering
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.3M assets / 11 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
A. M. FOGARTY & ASSOCIATES, INC. 401(K) PLAN
401k
Assets$1.7M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
A.M. FOGARTY AND ASSOCIATES, INC. PENSION PLAN
TraditionalDB
Assets$1.7M
Participants5
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 | A. M. FOGARTY & ASSOCIATES, INC. 401(K) PLAN | 401k | $1.7M | 6 | 2025 | |
| 001 | A.M. FOGARTY AND ASSOCIATES, INC. PENSION PLAN | TraditionalDB | $1.7M | 5 | 2025 |
Retirement plans