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Sponsor portfolio

FIELD JERGER, LLP

EIN 20-3934699-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$4.1M assets
Welfare
0
Participants
6
PO BOX 13326 - PORTLAND, OR 97213503-228-2665fieldjerger.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#002CashBalance-$2.8M - 3 part#001401k-$1.3M - 3 part

Retirement portfolio analytics

2 plans aggregated / $4.1M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • CASH BALANCE PLAN (#002)68%
  • PROFIT SHARING PLAN (#001)32%
Total $4.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)3
  • PROFIT SHARING PLAN (#001)3
Total 6Click 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#002

FIELD JERGER, LLP CASH BALANCE PLAN

CashBalance

Assets$2.8M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

FIELD JERGER, LLP PROFIT SHARING PLAN

401k

Assets$1.3M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002FIELD JERGER, LLP CASH BALANCE PLANCashBalance$2.8M32024
001FIELD JERGER, LLP PROFIT SHARING PLAN401k$1.3M32024
Retirement plans
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