Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HADDON-MCCLELLAN ASSOCIATES, INC.
EIN 58-1828391management consultingLatest filing 2025
Plans
2
Retirement
2
$4.6M assets
Welfare
0
Participants
8
1838-B INDEPENDENCE SQUARE - ATLANTA, GA 30338770-399-6050haddon-mcclellan.comLinkedIn1-10 employeesmanagement consulting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.6M assets / 8 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
HADDON-MCCLELLAN ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$3.2M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
HADDON-MCCLELLAN ASSOCIATES, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$1.4M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HADDON-MCCLELLAN ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | 401k | $3.2M | 6 | 2025 | |
| 003 | HADDON-MCCLELLAN ASSOCIATES, INC. CASH BALANCE PENSION PLAN | CashBalance | $1.4M | 2 | 2025 |
Retirement plans