Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CLAY MARKETING GROUP
EIN 27-1996229Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$945K assets
Welfare
0
Participants
4
2620 STEWART AVE. SUITE 14 - WAUSAU, WI 54401715-842-1340claymarketinggroup.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $945K assets / 4 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
CLAY MARKETING GROUP PENSION PLAN
CashBalance
Assets$523K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
CLAY MARKETING GROUP 401(K) PLAN
401k
Assets$421K
Participants2
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 | CLAY MARKETING GROUP PENSION PLAN | CashBalance | $523K | 2 | 2024 | |
| 001 | CLAY MARKETING GROUP 401(K) PLAN | 401k | $421K | 2 | 2025 |
Retirement plans