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Sponsor portfolio

EL CAJON JEWELRY AND LOAN, INC.

EIN 20-1006697-Retail Trade-Latest filing 2025
Plans
2
Retirement
2
$724K assets
Welfare
0
Participants
5
935 E MAIN ST - EL CAJON, CA 92021619-540-2027elcajonjewelryandloan.comLinkedIn11-50 employees
Plans on this EIN
2 filings
#003CashBalance-$640K - 3 part#004401k-$85K - 2 part

Retirement portfolio analytics

2 plans aggregated / $724K assets / 5 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • BALANCE PLAN II (#003)88%
  • SHARING PLAN II (#004)12%
Total $724KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BALANCE PLAN II (#003)3
  • SHARING PLAN II (#004)2
Total 5Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

EL CAJON JEWELRY AND LOAN, INC. CASH BALANCE PLAN II

CashBalance

Assets$640K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

EL CAJON JEWELRY AND LOAN, INC. PROFIT SHARING PLAN II

401k

Assets$85K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003EL CAJON JEWELRY AND LOAN, INC. CASH BALANCE PLAN IICashBalance$640K32025
004EL CAJON JEWELRY AND LOAN, INC. PROFIT SHARING PLAN II401k$85K22025
Retirement plans
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