Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOHNSON, GROSSNICKLE & ASSOCIATES, INC. DBA JGA
EIN 35-2158012non-profit organization managementLatest filing 2025
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
27
29 SOUTH PARK BOULEVARD - GREENWOOD, IN 46143317-215-2400jgacounsel.comLinkedIn11-50 employeesnon-profit organization management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 27 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
JGA 401(K) PLAN AND PROFIT SHARING PLAN
401k
Assets$1.2M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JOHNSON GROSSNICKLE & ASSOCIATES INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$598K
Participants16
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 | JGA 401(K) PLAN AND PROFIT SHARING PLAN | 401k | $1.2M | 11 | 2025 | |
| 001 | JOHNSON GROSSNICKLE & ASSOCIATES INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $598K | 16 | 2024 |
Retirement plans