Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
3 plans aggregated / $10.9M assets / 292 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Traditional DB
Profit-sharing
Self-funded
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | BUDDHA JONES, LLC 401(K) PLAN | 401(k) | $8.4M | 170 | 2025 |
| #002 | BUDDHA JONES, LLC DEFINED BENEFIT PENSION PLAN | Traditional DB | $1.4M | 35 | 2025 |
| #003 | BUDDHA JONES, LLC PROFIT SHARING PLAN | Profit-sharing | $1.1M | 87 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | BUDDHA JONES, LLC HEALTH CARE PLAN | Self-funded | - | $0 | 0 | 2025 |