PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. JEROME HOLDINGS, LLC
Sponsor portfolio

JEROME HOLDINGS, LLC

EIN 45-4165616-construction-Latest filing 2025
Plans
2
Retirement
2
$778K assets
Welfare
0
Participants
39
5880 VENTURE DRIVE, SUITE D - DUBLIN, OH 43017614-989-2228LinkedIn11-50 employeesconstruction
Plans on this EIN
2 filings
#001401k-$569K - 27 part#002CashBalance-$209K - 12 part

Retirement portfolio analytics

2 plans aggregated / $778K assets / 39 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • HOLDINGS, LLC 401(K) (#001)73%
  • CASH BALANCE PLAN (#002)27%
Total $778KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HOLDINGS, LLC 401(K) (#001)27
  • CASH BALANCE PLAN (#002)12
Total 39Click 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

JEROME HOLDINGS, LLC 401(K) PLAN

401k

Assets$569K
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JEROME HOLDINGS, LLC CASH BALANCE PLAN

CashBalance

Assets$209K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JEROME HOLDINGS, LLC 401(K) PLAN401k$569K272024
002JEROME HOLDINGS, LLC CASH BALANCE PLANCashBalance$209K122025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica