Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
J & R MANAGEMENT, INC.
EIN 32-0297429Wholesale TradeLatest filing 2025
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
34
2705 E MAIN ST - PLAINFIELD, IN 461682705317-209-1111
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.5M assets / 34 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
J & R MANAGEMENT, INC. 401(K) PLAN
401k
Assets$2.3M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
J & R MANAGEMENT CASH BALANCE PLAN
CashBalance
Assets$1.2M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | J & R MANAGEMENT, INC. 401(K) PLAN | 401k | $2.3M | 18 | 2025 | |
| 002 | J & R MANAGEMENT CASH BALANCE PLAN | CashBalance | $1.2M | 16 | 2025 |
Retirement plans