Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TODD CLEMONS AND ASSOCIATES
EIN 26-0677819Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$799K assets
Welfare
0
Participants
14
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $799K assets / 14 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
TODD CLEMONS AND ASSOCIATES 401(K) PLAN
401k
Assets$610K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TODD CLEMONS AND ASSOCIATES CASH BALANCE PLAN
CashBalance
Assets$190K
Participants4
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 | TODD CLEMONS AND ASSOCIATES 401(K) PLAN | 401k | $610K | 10 | 2025 | |
| 002 | TODD CLEMONS AND ASSOCIATES CASH BALANCE PLAN | CashBalance | $190K | 4 | 2025 |
Retirement plans