Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $823K assets / 5 participants
Share of aggregate retirement assets
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)
Cash balance
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | JASPER AGENCY, INC. 401(K) PROFIT SHARING PLAN | 401(k) | $432K | 4 | 2024 |
| #002 | JASPER AGENCY, INC. CASH BALANCE PENSION PLAN | Cash balance | $392K | 1 | 2025 |