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Sponsor portfolio

JIMMY O LLC

EIN 26-4541998-Accommodation and Food Services-Latest filing 2024
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
58
1904 COASTAL HWY - DEWEY BEACH, DE 19971410-365-5087
Plans on this EIN
2 filings
#002CashBalance-$946K - 26 part#001401k-$803K - 32 part

Retirement portfolio analytics

2 plans aggregated / $1.7M assets / 58 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • CASH BALANCE PLAN (#002)54%
  • O LLC 401(K) (#001)46%
Total $1.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • O LLC 401(K) (#001)32
  • CASH BALANCE PLAN (#002)26
Total 58Click 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#002

JIMMY O LLC CASH BALANCE PLAN

CashBalance

Assets$946K
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

JIMMY O LLC 401(K) PLAN

401k

Assets$803K
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002JIMMY O LLC CASH BALANCE PLANCashBalance$946K262024
001JIMMY O LLC 401(K) PLAN401k$803K322024
Retirement plans
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