Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JAMES F. SEXTON AND ASSOCIATES, LTD.
EIN 36-3933668Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
7
941 N. PLUM GROVE ROAD, SUITE A - SCHAUMBURG, IL 60173847-605-0700
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.5M assets / 7 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#003
JAMES F. SEXTON AND ASSOCIATES, LTD. DEFINED BENEFIT PLAN
TraditionalDB
Assets$2.9M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
JAMES F. SEXTON AND ASSOCIATES, LTD. 401(K) PLAN
401k
Assets$625K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | JAMES F. SEXTON AND ASSOCIATES, LTD. DEFINED BENEFIT PLAN | TraditionalDB | $2.9M | 3 | 2024 | |
| 004 | JAMES F. SEXTON AND ASSOCIATES, LTD. 401(K) PLAN | 401k | $625K | 4 | 2024 |
Retirement plans