Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JEFFREY A SCALES
EIN 14-1747083Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$367K assets
Welfare
0
Participants
2
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $367K assets / 2 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#002
JEFFREY A SCALES DEFINED BENEFIT PLAN
TraditionalDB
Assets$334K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JEFFREY A SCALES 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$33K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JEFFREY A SCALES DEFINED BENEFIT PLAN | TraditionalDB | $334K | 1 | 2024 | |
| 001 | JEFFREY A SCALES 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $33K | 1 | 2024 |
Retirement plans