Assets by plan
Share of aggregate retirement assets
- PROFIT SHARING PLAN (#001)$108.4M
- KATCHER VIP PLAN (#003)$32.8M
Filings through .
J. Frank Associates, LLC
EIN 13-4072229Finance and InsuranceLatest filing 2025
Plans
3
Retirement
2
$141.2M assets
Health & Benefits
1
$5.0M premiums
Participants
848
22 VANDERBILT AVENUE, 18TH FL - NEW YORK, NY 10017212-355-4449
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $141.2M assets / 629 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $5.0M premiums / 235 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.3M
- Prescription drug$4.3M
- Other$478K
- Short-term disability$401K
- Long-term disability$401K
- Dental$214K
- +2 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
JOELE FRANK, WILKINSON BRIMMER KATCHER 401(K) PROFIT SHARING PLAN
401(k)
Assets$108.4M
Participants332
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
JOELE FRANK, WILKINSON BRIMMER KATCHER VIP PLAN
Traditional DB
Assets$32.8M
Participants297
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
J. FRANK ASSOCIATES, LLC HEALTH AND WELFARE PLAN
Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$5.0M
Covered lives235
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | JOELE FRANK, WILKINSON BRIMMER KATCHER 401(K) PROFIT SHARING PLAN | 401(k) | $108.4M | 332 | 2025 |
| #003 | JOELE FRANK, WILKINSON BRIMMER KATCHER VIP PLAN | Traditional DB | $32.8M | 297 | 2025 |
- #001 · 401(k) · 2025332
- #003 · Traditional DB · 2025297
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | J. FRANK ASSOCIATES, LLC HEALTH AND WELFARE PLAN | Fully insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $5.0M | 235 | 2025 |
- #501 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025235
Retirement plans
Health & Benefits plans