Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOHNSON FISTEL, LLP
EIN 45-1593688machineryLatest filing 2024
Plans
2
Retirement
2
$5.1M assets
Welfare
0
Participants
33
501 WEST BROADWAY, SUITE 800 - SAN DIEGO, CA 92101619-230-0063johnsonlift.comLinkedIn1-10 employeesmachinery
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.1M assets / 33 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
JOHNSON FISTEL, LLP DEFINED BENEFIT PENSION PLAN
CashBalance
Assets$3.2M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JOHNSON FISTEL, LLP 401(K) PLAN
401k
Assets$1.9M
Participants25
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 | JOHNSON FISTEL, LLP DEFINED BENEFIT PENSION PLAN | CashBalance | $3.2M | 8 | 2024 | |
| 002 | JOHNSON FISTEL, LLP 401(K) PLAN | 401k | $1.9M | 25 | 2024 |
Retirement plans