Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CARLOS J. JIMENEZ, PL
EIN 11-3723192Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
7
1880 NORTH CONGRESS AVENUE, SUITE 315 - BOYNTON BEACH, FL 33426561-253-0434conozcansusderechos.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 7 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
CARLOS J. JIMENEZ, PL SAFE HARBOR 401(K) PLAN
401k
Assets$1.4M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CARLOS J. JIMENEZ, PL CASH BALANCE PLAN
CashBalance
Assets$697K
Participants3
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 | CARLOS J. JIMENEZ, PL SAFE HARBOR 401(K) PLAN | 401k | $1.4M | 4 | 2025 | |
| 002 | CARLOS J. JIMENEZ, PL CASH BALANCE PLAN | CashBalance | $697K | 3 | 2024 |
Retirement plans