Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JAY FRANCO & SONS, INC.
EIN 13-2501133marketing and advertisingLatest filing 2025
Plans
2
Retirement
2
$11.0M assets
Welfare
0
Participants
368
3 PARK AVENUE, FLOOR 24 - NEW YORK, NY 10016212-679-3022jayfranco.comLinkedIn51-200 employeesmarketing and advertising
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $11.0M assets / 368 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
JAY FRANCO & SONS, INC. PROFIT SHARING PLAN
401k
Assets$8.7M
Participants152
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JAY FRANCO & SONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$2.3M
Participants216
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 | JAY FRANCO & SONS, INC. PROFIT SHARING PLAN | 401k | $8.7M | 152 | 2024 | |
| 002 | JAY FRANCO & SONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $2.3M | 216 | 2025 |
Retirement plans