Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#001)$3.2M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $3.9M assets / 38 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
ESOP
Self-funded
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | THE CLAYTON ENGINEERING COMPANY 401(K) PROFIT SHARING PLAN & TRUST | 401(k) | $3.2M | 20 | 2025 |
| #002 | THE CLAYTON ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $791K | 18 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | THE CLAYTON ENGINEERING COMPANY INC MCF BENEFIT PLAN | Self-funded | - | $0 | 0 | 2025 |