Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
J & M STEEL SOLUTIONS, INC.
EIN 20-1067188ConstructionLatest filing 2025
Plans
3
Retirement
3
$9.5M assets
Welfare
0
Participants
213
894 WEST STATE STREET - LEHI, UT 84043801-766-6910
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $9.5M assets / 213 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
65%top
- (Not disclosed)65%
- LINCOLN NATIONAL CORPORATION35%
Participants 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
J & M STEEL SOLUTIONS, INC. 401(K) PLAN
401k
Assets$4.4M
Participants41
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
J & M STEEL SOLUTIONS, INC. 401(K) PLAN FOR CASH BALANCE PLAN PARTICIPANTS
401k
Assets$3.3M
Participants88
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
J & M STEEL SOLUTIONS, INC. CASH BALANCE PLAN
CashBalance
Assets$1.8M
Participants84
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | J & M STEEL SOLUTIONS, INC. 401(K) PLAN | 401k | $4.4M | 41 | 2024 | |
| 003 | J & M STEEL SOLUTIONS, INC. 401(K) PLAN FOR CASH BALANCE PLAN PARTICIPANTS | 401k | $3.3M | 88 | 2024 | |
| 002 | J & M STEEL SOLUTIONS, INC. CASH BALANCE PLAN | CashBalance | $1.8M | 84 | 2025 |
Retirement plans
Welfare plans