Goody, Clancy & Associates, INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Goody, Clancy & Associates, INC.
  • Sponsor EIN: 042301242
  • Sponsor Address: 99 HIGH STREET, BOSTON, MA, 02110
  • Plan Type: DC
  • Total Participants: 56
  • Total Assets: $6.5M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202456$6.5M$838,172$0
202350$5.5M$825,001$0
202247$5.3M$629,243$0

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