Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOURNEY FINANCIAL SERVICES, INC.
EIN 26-0506874financial servicesLatest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
14
3040 E. 17TH ST., STE.2 - AMMON, ID 83406208-552-9169journeyretirement.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 14 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
JOURNEY FINANCIAL SERVICES INC 401(K) PLAN
401k
Assets$586K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JOURNEY FINANCIAL SERVICES, INC. CASH BALANCE PLAN
CashBalance
Assets$579K
Participants7
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 | JOURNEY FINANCIAL SERVICES INC 401(K) PLAN | 401k | $586K | 7 | 2025 | |
| 002 | JOURNEY FINANCIAL SERVICES, INC. CASH BALANCE PLAN | CashBalance | $579K | 7 | 2025 |
Retirement plans