Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOSEPH D CARNEY & ASSOC LLC
EIN 34-1884166Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
3
Retirement
2
$2.0M assets
Welfare
1
Participants
20
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M 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#002
JOSEPH D. CARNEY & ASSOCIATES, LLC CASH BALANCE PLAN
CashBalance
Assets$1.5M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JOSEPH D CARNEY & ASSOCIATES LLC PROFIT SHARING PLAN
401k
Assets$548K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
JOSEPH D CARNEY & ASSOCS SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JOSEPH D. CARNEY & ASSOCIATES, LLC CASH BALANCE PLAN | CashBalance | $1.5M | 7 | 2024 | |
| 001 | JOSEPH D CARNEY & ASSOCIATES LLC PROFIT SHARING PLAN | 401k | $548K | 7 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | JOSEPH D CARNEY & ASSOCS SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans