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Sponsor portfolio

J2B HOLDINGS, LLC

EIN 45-3701907-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
26
12020 FORESTGATE DRIVE - DALLAS, TX 75243917-979-5358
Plans on this EIN
2 filings
#001ProfitSharing-$855K - 16 part#002CashBalance-$408K - 10 part

Retirement portfolio analytics

2 plans aggregated / $1.3M assets / 26 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • J2B HOLDINGS (#001)68%
  • CASH BALANCE PLAN (#002)32%
Total $1.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • J2B HOLDINGS (#001)16
  • CASH BALANCE PLAN (#002)10
Total 26Click 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

J2B HOLDINGS

ProfitSharing

Assets$855K
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

J2B HOLDINGS, LLC CASH BALANCE PLAN

CashBalance

Assets$408K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001J2B HOLDINGSProfitSharing$855K162025
002J2B HOLDINGS, LLC CASH BALANCE PLANCashBalance$408K102024
Retirement plans
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