Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JAMESTOWN ASSOCIATES LLC
EIN 22-3380074Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$5.8M assets
Welfare
0
Participants
44
900 HADDON AVE PH-10 - COLLINGSWOOD, NJ 08108856-854-0100
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.8M assets / 44 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
JAMESTOWN ASSOCIATES LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$3.6M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JAMESTOWN ASSOCIATES LLC 401(K) PROFIT SHARING PLAN
ProfitSharing
Assets$2.1M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JAMESTOWN ASSOCIATES LLC CASH BALANCE PENSION PLAN | CashBalance | $3.6M | 21 | 2025 | |
| 001 | JAMESTOWN ASSOCIATES LLC 401(K) PROFIT SHARING PLAN | ProfitSharing | $2.1M | 23 | 2025 |
Retirement plans