Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Jims Formal Wear LLC
EIN 33-2249731Real Estate and Rental and LeasingLatest filing 2025
Plans
3
Retirement
2
$36.2M assets
Welfare
1
$233K premiums
Participants
998
804 EAST BROADWAY - TRENTON, IL 62293618-224-9211
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $36.2M assets / 854 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
99%top
- ADP BROKER-DEALER99%
- (Not disclosed)1%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $233K premiums / 274 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$131K
- Short-term disability$131K
- Long-term disability$131K
- Other$131K
- Dental$89K
- Vision$13K
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
JIM'S FORMAL WEAR INC. 401(K)
401(k)
Assets$35.9M
Participants503
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JIM'S FORMAL WEAR EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$255K
Participants351
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
JIMS FORMAL WEAR, INC. EMPLOYEE BENEFITS PLAN
Mixed - SYMETRA LIFE INSURANCE COMPANY
Premiums$233K
Covered lives274
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JIM'S FORMAL WEAR INC. 401(K) | 401(k) | $35.9M | 503 | 2025 | |
| 002 | JIM'S FORMAL WEAR EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $255K | 351 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | JIMS FORMAL WEAR, INC. EMPLOYEE BENEFITS PLAN | Mixed | SYMETRA LIFE INSURANCE COMPANY | $233K | 274 | 2025 |
Retirement plans
Welfare plans