Sponsor portfolio
JONATHAN & ASSOCIATES INC.
EIN 33-0407692accountingLatest filing 2024
Plans
1
Retirement
1
$239K assets
Welfare
0
Participants
8
73301 FRED WARING DR, STE 200 - PALM DESERT, CA 92260760-341-6656jonathanandassociates.comLinkedIn1-10 employeesaccounting
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JONATHAN & ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $239K | 8 | 2024 |
Retirement plans