Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JFC-JIMENEZ FINANCIAL CONCEPTS, LLC
EIN 27-4445949Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$849K assets
Welfare
0
Participants
37
2211 S 77 SUNSHINE STRIP - HARLINGEN, TX 78550956-425-3535
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $849K assets / 37 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#002
JFC-JIMENEZ FINANCIAL CONCEPTS, LLC CASH BALANCE PLAN
CashBalance
Assets$616K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JFC-JIMENEZ FINANCIAL CONCEPTS, LLC 401(K) PLAN
401k
Assets$234K
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JFC-JIMENEZ FINANCIAL CONCEPTS, LLC CASH BALANCE PLAN | CashBalance | $616K | 17 | 2025 | |
| 001 | JFC-JIMENEZ FINANCIAL CONCEPTS, LLC 401(K) PLAN | 401k | $234K | 20 | 2025 |
Retirement plans