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  2. PHILLIP P. JORDAN
Sponsor portfolio

PHILLIP P. JORDAN

EIN 26-2152261-construction-Latest filing 2025
Plans
2
Retirement
2
$5.0M assets
Welfare
0
Participants
4
3565 BAYONNE DR - SAN DIEGO, CA 92109858-735-1459LinkedIn1-10 employeesconstruction
Plans on this EIN
2 filings
#001TraditionalDB-$3.6M - 2 part#002401k-$1.4M - 2 part

Retirement portfolio analytics

2 plans aggregated / $5.0M assets / 4 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • DEFINED BENEFIT PENSION (#001)73%
  • JORDAN 401K PLAN (#002)27%
Total $5.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PENSION (#001)2
  • JORDAN 401K 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

PHILLIP P. JORDAN DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$3.6M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

PHILLIP P. JORDAN 401K PLAN

401k

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

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PHILLIP P. JORDAN DEFINED BENEFIT PENSION PLANTraditionalDB$3.6M22025
002PHILLIP P. JORDAN 401K PLAN401k$1.4M22024
Retirement plans
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