Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JUNIPER ADVISORY, LLC
EIN 05-0543192investment bankingLatest filing 2025
Plans
2
Retirement
2
$4.8M assets
Welfare
0
Participants
32
110 NORTH WACKER, SUITE 2500 - CHICAGO, IL 60606312-506-3000juniperadvisory.comLinkedIn11-50 employeesinvestment banking
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.8M assets / 32 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#001
JUNIPER ADVISORY, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$3.8M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
JUNIPER ADVISORY, LLC CASH BALANCE PLAN
CashBalance
Assets$936K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JUNIPER ADVISORY, LLC 401(K) PROFIT SHARING PLAN | 401k | $3.8M | 22 | 2025 | |
| 004 | JUNIPER ADVISORY, LLC CASH BALANCE PLAN | CashBalance | $936K | 10 | 2024 |
Retirement plans