Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JIMERSON BIRR, P.A.
EIN 27-0370406law practiceLatest filing 2024
Plans
2
Retirement
2
$4.8M assets
Welfare
0
Participants
77
701 RIVERSIDE PARK PLACE - JACKSONVILLE, FL 32202904-389-0050jimersonfirm.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.8M assets / 77 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
JIMERSON BIRR PA 401K PROFIT SHARING PLAN
401k
Assets$3.9M
Participants46
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JIMERSON BIRR, P.A. CASH BALANCE PENSION PLAN
CashBalance
Assets$971K
Participants31
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 | JIMERSON BIRR PA 401K PROFIT SHARING PLAN | 401k | $3.9M | 46 | 2024 | |
| 002 | JIMERSON BIRR, P.A. CASH BALANCE PENSION PLAN | CashBalance | $971K | 31 | 2024 |
Retirement plans