Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LLAMA JONES, INC.
EIN 27-3566324food & beveragesLatest filing 2025
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
7
16030 VENTURA BOULEVARD, SUITE 240 - ENCINO, CA 914364487818-501-4421llamawines.comLinkedIn1-10 employeesfood & beverages
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.6M assets / 7 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
LLAMA JONES, INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$2.1M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
LLAMA JONES, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$494K
Participants4
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 | LLAMA JONES, INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $2.1M | 3 | 2025 | |
| 002 | LLAMA JONES, INC. 401(K) PROFIT SHARING PLAN | 401k | $494K | 4 | 2025 |
Retirement plans