Assets by plan
Share of aggregate retirement assets
59%top
Sponsor portfolio
MUSTON & JACK PC
EIN 20-2303715Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
15
1625 THE ALAMEDA, SUITE 315 - SAN JOSE, CA 95126408-293-2026
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.2M assets / 15 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
MUSTON & JACK PC CASH BALANCE PLAN & TRUST
CashBalance
Assets$1.3M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
MUSTON & JACK PC 401(K) PLAN & TRUST
401k
Assets$902K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MUSTON & JACK PC CASH BALANCE PLAN & TRUST | CashBalance | $1.3M | 8 | 2024 | |
| 001 | MUSTON & JACK PC 401(K) PLAN & TRUST | 401k | $902K | 7 | 2024 |
Retirement plans