Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JAMBOOR MEDICAL CORP
EIN 33-0469639hospital & health careLatest filing 2024
Plans
4
Retirement
3
$7.6M assets
Welfare
1
Participants
423
Retirement portfolio analytics
3 plans aggregated / $7.6M assets / 357 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
71%top
- SAGEVIEW ADVISORY GROUP, LLC71%
- (Not disclosed)29%
Participants 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
JAMBOOR MEDICAL CORP 401(K) P/S PLAN
401k
Assets$5.4M
Participants164
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
JAMBOOR MEDICAL CORPORATION PROFIT SHARING PLAN
ProfitSharing
Assets$1.2M
Participants127
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
JAMBOOR MEDICAL CORP CASH BALANCE PLAN
CashBalance
Assets$976K
Participants66
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#003
JAMBOOR MEDICAL CORP CASH BALANCE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JAMBOOR MEDICAL CORP 401(K) P/S PLAN | 401k | $5.4M | 164 | 2024 | |
| 002 | JAMBOOR MEDICAL CORPORATION PROFIT SHARING PLAN | ProfitSharing | $1.2M | 127 | 2024 | |
| 003 | JAMBOOR MEDICAL CORP CASH BALANCE PLAN | CashBalance | $976K | 66 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 003 | JAMBOOR MEDICAL CORP CASH BALANCE PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans