Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GODFREY INVESTMENT SERVICES INC
EIN 46-5557279Finance and InsuranceLatest filing 2025
Plans
3
Retirement
3
$502K assets
Welfare
0
Participants
9
103-C WAXHAW PROFESSIONAL PARK - WAXHAW, NC 28173704-243-2394
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $502K assets / 9 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#003
GODFREY INVESTMENT SERVICES, INC. CASH BALANCE PLAN
CashBalance
Assets$402K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
GODFREY INVESTMENT SERVICES INC 401K PLAN
401k
Assets$81K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
GODFREY INVESTMENT SERVICES, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$19K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | GODFREY INVESTMENT SERVICES, INC. CASH BALANCE PLAN | CashBalance | $402K | 3 | 2024 | |
| 001 | GODFREY INVESTMENT SERVICES INC 401K PLAN | 401k | $81K | 3 | 2025 | |
| 002 | GODFREY INVESTMENT SERVICES, INC. PROFIT SHARING PLAN | ProfitSharing | $19K | 3 | 2025 |
Retirement plans