Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JIM ENTERPRISES, INC.
EIN 20-5632174higher educationLatest filing 2025
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
22
2020 W KETTLEMAN LN, SUITE C - LODI, CA 95242209-662-4773jimenterprises.netLinkedIn51-200 employeeshigher education
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 22 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#003
JIM ENTERPRISES CASH BALANCE PLAN
CashBalance
Assets$1.1M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JIM ENTERPRISES 401(K) PLAN
401k
Assets$790K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | JIM ENTERPRISES CASH BALANCE PLAN | CashBalance | $1.1M | 11 | 2025 | |
| 002 | JIM ENTERPRISES 401(K) PLAN | 401k | $790K | 11 | 2025 |
Retirement plans