PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. GRIFFIN AND ASSOCIATES, INC.
Sponsor portfolio

GRIFFIN AND ASSOCIATES, INC.

EIN 85-0462493-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$3.2M assets
Welfare
0
Participants
46
119 DARTMOUTH DR. SE - ALBUQUERQUE, NM 87106505-764-4444
Plans on this EIN
2 filings
#001401k-$1.9M - 26 part#002CashBalance-$1.2M - 20 part

Retirement portfolio analytics

2 plans aggregated / $3.2M assets / 46 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • PROFIT SHARING PLAN (#001)61%
  • CASH BALANCE PLAN (#002)39%
Total $3.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)26
  • CASH BALANCE PLAN (#002)20
Total 46Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

GRIFFIN AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$1.9M
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

GRIFFIN AND ASSOCIATES, INC. CASH BALANCE PLAN

CashBalance

Assets$1.2M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001GRIFFIN AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN401k$1.9M262024
002GRIFFIN AND ASSOCIATES, INC. CASH BALANCE PLANCashBalance$1.2M202024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica