Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KIMBERLY CAFFERTY & COMPANY LLC
EIN 26-1364254Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
6
22 BOSTON WHARF ROAD, FLOOR 7 - BOSTON, MA 02210866-576-1385
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.5M assets / 6 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
KIMBERLY CAFFERTY & COMPANY LLC PENSION PLAN
CashBalance
Assets$2.7M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KIMBERLY CAFFERTY & COMPANY LLC 401(K) PLAN
401k
Assets$861K
Participants3
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 | KIMBERLY CAFFERTY & COMPANY LLC PENSION PLAN | CashBalance | $2.7M | 3 | 2024 | |
| 002 | KIMBERLY CAFFERTY & COMPANY LLC 401(K) PLAN | 401k | $861K | 3 | 2024 |
Retirement plans