Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CLARK & GREEN ASSOCIATES
EIN 33-0267568Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$11.0M assets
Welfare
0
Participants
39
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $11.0M assets / 39 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
CLARK & GREEN ASSOCIATES RETIREMENT PLAN
ProfitSharing
Assets$8.2M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CLARK & GREEN ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$2.8M
Participants22
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 | CLARK & GREEN ASSOCIATES RETIREMENT PLAN | ProfitSharing | $8.2M | 17 | 2025 | |
| 002 | CLARK & GREEN ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST | 401k | $2.8M | 22 | 2025 |
Retirement plans