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Sponsor portfolio

JSE, INC.

EIN 38-3926585-Retail Trade-Latest filing 2024
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
10
347 S. STIMSON AVE., #R102 - CITY OF INDUSTRY, CA 91744213-923-6543
Plans on this EIN
2 filings
#002CashBalance-$778K - 5 part#001401k-$263K - 5 part

Retirement portfolio analytics

2 plans aggregated / $1.0M assets / 10 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • JSE, INC. PENSION (#002)75%
  • INC. RETIREMENT PLAN (#001)25%
Total $1.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • JSE, INC. PENSION (#002)5
  • INC. RETIREMENT PLAN (#001)5
Total 10Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

JSE, INC. PENSION PLAN

CashBalance

Assets$778K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

JSE, INC. RETIREMENT PLAN

401k

Assets$263K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002JSE, INC. PENSION PLANCashBalance$778K52024
001JSE, INC. RETIREMENT PLAN401k$263K52024
Retirement plans
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