Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MAHAFFEY AGENCY, INC.
EIN 59-1484985Real Estate and Rental and LeasingLatest filing 2025
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
4
664 SOLOMON DAIRY ROAD - QUINCY, FL 32352850-570-2501
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 4 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
MAHAFFEY AGENCY CASH BALANCE PLAN
CashBalance
Assets$697K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MAHAFFEY AGENCY, INC. RETIREMENT PLAN
401k
Assets$374K
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 | MAHAFFEY AGENCY CASH BALANCE PLAN | CashBalance | $697K | 2 | 2025 | |
| 001 | MAHAFFEY AGENCY, INC. RETIREMENT PLAN | 401k | $374K | 2 | 2025 |
Retirement plans