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Sponsor portfolio

PETER B. JANCI LLC

EIN 39-3986164-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
29
9755 SW BARNES ROAD, SUITE 430 - PORTLAND, OR 97225888-407-0224
Plans on this EIN
2 filings
#001401k-$3.2M - 17 part#002CashBalance-$238K - 12 part

Retirement portfolio analytics

2 plans aggregated / $3.5M assets / 29 participants

Assets by plan

Share of aggregate retirement assets

93%top
  • JANCI ATTORNEYS 401(K) (#001)93%
  • CASH BALANCE PLAN (#002)7%
Total $3.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • JANCI ATTORNEYS 401(K) (#001)17
  • CASH BALANCE PLAN (#002)12
Total 29Click 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#001

CREW JANCI ATTORNEYS 401(K) PLAN

401k

Assets$3.2M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CREW JANCI ATTORNEYS CASH BALANCE PLAN

CashBalance

Assets$238K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CREW JANCI ATTORNEYS 401(K) PLAN401k$3.2M172025
002CREW JANCI ATTORNEYS CASH BALANCE PLANCashBalance$238K122025
Retirement plans
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