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Sponsor portfolio

JSM VENTURE, INC.

EIN 20-8613092-real estate-Latest filing 2024
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
6
778 W. FRONTAGE ROAD, SUITE 124 - NORTHFIELD, IL 60093847-441-9797LinkedIn1-10 employeesreal estate
Plans on this EIN
2 filings
#002CashBalance-$660K - 3 part#001401k-$572K - 3 part

Retirement portfolio analytics

2 plans aggregated / $1.2M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • CASH BALANCE PLAN (#002)54%
  • VENTURE, INC. 401(K) (#001)46%
Total $1.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)3
  • VENTURE, INC. 401(K) (#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

JSM VENTURE, INC. CASH BALANCE PLAN

CashBalance

Assets$660K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

JSM VENTURE, INC. 401(K) PLAN

401k

Assets$572K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002JSM VENTURE, INC. CASH BALANCE PLANCashBalance$660K32024
001JSM VENTURE, INC. 401(K) PLAN401k$572K32024
Retirement plans
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