Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
CARNEY, SANDOE & ASSOCIATES, INC.
EIN 04-3401502staffing and recruitingLatest filing 2024
Plans
2
Retirement
2
$29.1M assets
Welfare
0
Participants
98
200 HIGH STREET, SUITE 610 - BOSTON, MA 02110617-542-0260carneysandoe.comLinkedIn11-50 employeesstaffing and recruiting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $29.1M assets / 98 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
CARNEY, SANDOE & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$21.6M
Participants42
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
CARNEY, SANDOE & ASSOCIATES, INC. 401(K) PLAN
401k
Assets$7.5M
Participants56
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 | CARNEY, SANDOE & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $21.6M | 42 | 2024 | |
| 003 | CARNEY, SANDOE & ASSOCIATES, INC. 401(K) PLAN | 401k | $7.5M | 56 | 2024 |
Retirement plans