Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BARKER PHILLIPS JACKSON, INC.
EIN 43-0907174insuranceLatest filing 2025
Plans
2
Retirement
2
$52.9M assets
Welfare
0
Participants
166
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $52.9M assets / 166 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
BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$49.5M
Participants85
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BARKER PHILLIPS JACKSON, INC. EMPLOYEES 401(K) PLAN
401k
Assets$3.5M
Participants81
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 | BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $49.5M | 85 | 2025 | |
| 002 | BARKER PHILLIPS JACKSON, INC. EMPLOYEES 401(K) PLAN | 401k | $3.5M | 81 | 2025 |
Retirement plans