Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
J.D. STREETT & COMPANY, INC.
EIN 43-1199561Wholesale TradeLatest filing 2025
Plans
2
Retirement
2
$7.3M assets
Welfare
0
Participants
161
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.3M assets / 161 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#004
J.D. STREETT & COMPANY, INC. EMPLOYEES RETIREMENT PLAN
401k
Assets$5.7M
Participants124
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
J.D. STREETT & COMPANY, INC. UNION EMPLOYEES' RETIREMENT PLAN
401k
Assets$1.6M
Participants37
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | J.D. STREETT & COMPANY, INC. EMPLOYEES RETIREMENT PLAN | 401k | $5.7M | 124 | 2025 | |
| 003 | J.D. STREETT & COMPANY, INC. UNION EMPLOYEES' RETIREMENT PLAN | 401k | $1.6M | 37 | 2025 |
Retirement plans