Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JBT WEALTH MANAGEMENT
EIN 36-4275120Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
40
200 S. WACKER DRIVE, STE. 700 - CHICAGO, IL 60606312-274-0718
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.8M assets / 40 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
JBT WEALTH MANAGEMENT CASH BALANCE PLAN
CashBalance
Assets$1.5M
Participants16
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
JBT WEALTH MANAGEMENT 401(K) PLAN
401k
Assets$1.2M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JBT WEALTH MANAGEMENT CASH BALANCE PLAN | CashBalance | $1.5M | 16 | 2025 | |
| 001 | JBT WEALTH MANAGEMENT 401(K) PLAN | 401k | $1.2M | 24 | 2025 |
Retirement plans