Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOHNSON & ROUNTREE PREMIUM, INC.
EIN 33-0627073insuranceLatest filing 2024
Plans
2
Retirement
2
$5.4M assets
Welfare
0
Participants
73
9245 ACTIVITY ROAD, STE 205 - SAN DIEGO, CA 92126800-578-3300jrpremium.comLinkedIn11-50 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.4M assets / 73 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
JOHNSON & ROUNTREE PREMIUM, INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$3.7M
Participants47
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JOHNSON & ROUNTREE PREMIUM, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$1.7M
Participants26
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 | JOHNSON & ROUNTREE PREMIUM, INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $3.7M | 47 | 2024 | |
| 001 | JOHNSON & ROUNTREE PREMIUM, INC. 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $1.7M | 26 | 2024 |
Retirement plans