Assets by plan
Share of aggregate retirement assets
Filings through .
Godfrey Investment Services, Inc.
EIN 46-5557279Finance and InsuranceLatest filing 2025
Plans
3
Retirement
3
$781K assets
Health & Benefits
0
Participants
9
103-C WAXHAW PROFESSIONAL PARK - WAXHAW, NC 28173704-243-2394
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $781K assets / 9 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
GODFREY INVESTMENT SERVICES, INC. CASH BALANCE PLAN
Cash balance
Assets$681K
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
GODFREY INVESTMENT SERVICES INC 401K PLAN
401(k)
Assets$81K
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
GODFREY INVESTMENT SERVICES, INC. PROFIT SHARING PLAN
Profit-sharing
Assets$19K
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | GODFREY INVESTMENT SERVICES, INC. CASH BALANCE PLAN | Cash balance | $681K | 3 | 2025 |
| #001 | GODFREY INVESTMENT SERVICES INC 401K PLAN | 401(k) | $81K | 3 | 2025 |
| #002 | GODFREY INVESTMENT SERVICES, INC. PROFIT SHARING PLAN | Profit-sharing | $19K | 3 | 2025 |
- #003 · Cash balance · 20253
- #001 · 401(k) · 20253
- #002 · Profit-sharing · 20253
Retirement plans