Assets by plan
Share of aggregate retirement assets
61%top
Sponsor portfolio
JONATHAN C. JUHAN, P.C.
EIN 20-2073819executive officeLatest filing 2025
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
14
985 IH-10 NORTH, STE 100 - BEAUMONT, TX 77706409-832-8877jonathanjuhan.comLinkedIn1-10 employeesexecutive office
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.8M assets / 14 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#001
JONATHAN C. JUHAN, PC 401(K) PLAN
401k
Assets$1.7M
Participants8
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
JONATHAN C. JUHAN, P.C. CASH BALANCE PLAN
CashBalance
Assets$1.1M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JONATHAN C. JUHAN, PC 401(K) PLAN | 401k | $1.7M | 8 | 2025 | |
| 002 | JONATHAN C. JUHAN, P.C. CASH BALANCE PLAN | CashBalance | $1.1M | 6 | 2024 |
Retirement plans