Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOSEPH JUNG & ASSOCIATES, INC.
EIN 38-3705945investment managementLatest filing 2025
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
12
8393 CAPWELL DR., #210 - OAKLAND, CA 94621510-654-7700josephvucompany.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.7M assets / 12 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#001
THE JUNG LAW FIRM, INC. PENSION PLAN
TraditionalDB
Assets$1.5M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THE JUNG LAW FIRM, INC RETIREMENT PLAN
401k
Assets$1.2M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE JUNG LAW FIRM, INC. PENSION PLAN | TraditionalDB | $1.5M | 4 | 2025 | |
| 002 | THE JUNG LAW FIRM, INC RETIREMENT PLAN | 401k | $1.2M | 8 | 2025 |
Retirement plans