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Sponsor portfolio

JETTER WEALTH MANAGEMENT

EIN 26-1495090-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
4
960 HOLMDEL ROAD BUILDING 2,FLOOR 1 - HOLMDEL, NJ 07733732-526-1175
Plans on this EIN
2 filings
#001401k-$1.4M - 2 part#002CashBalance-$937K - 2 part

Retirement portfolio analytics

2 plans aggregated / $2.3M assets / 4 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • SELF EMPLOYED 401(K) (#001)59%
  • CASH BALANCE PLAN (#002)41%
Total $2.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SELF EMPLOYED 401(K) (#001)2
  • CASH BALANCE PLAN (#002)2
Total 4Click 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#001

PAUL D. JETTER SELF EMPLOYED 401(K) PLAN

401k

Assets$1.4M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JETTER WEALTH MANAGEMENT CASH BALANCE PLAN

CashBalance

Assets$937K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PAUL D. JETTER SELF EMPLOYED 401(K) PLAN401k$1.4M22024
002JETTER WEALTH MANAGEMENT CASH BALANCE PLANCashBalance$937K22024
Retirement plans
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