Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AMERICAN JOURNEY FINANCIAL LIFE
EIN 23-7131460insuranceLatest filing 2025
Plans
2
Retirement
2
$4.1M assets
Welfare
0
Participants
31
6060 ROCKSIDE WOODS BLVD N, STE 220 - INDEPENDENCE, OH 441317303216-227-5293utuia.orgLinkedIn1-10 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.1M assets / 31 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#001
AJFL STAFF 401(K) PLAN
401k
Assets$3.3M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
AJFL REGIONAL INSURANCE MANGERS 401(K) PLAN
401k
Assets$865K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AJFL STAFF 401(K) PLAN | 401k | $3.3M | 23 | 2025 | |
| 002 | AJFL REGIONAL INSURANCE MANGERS 401(K) PLAN | 401k | $865K | 8 | 2025 |
Retirement plans