Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JL FRAZ ENTERPRISES
EIN 46-0662180Retail TradeLatest filing 2024
Plans
2
Retirement
2
$512K assets
Welfare
0
Participants
38
10416 AUDUBON RIDGE DR. - CORNELIUS, NC 28031321-303-5777
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $512K assets / 38 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#002
JL FRAZ ENTERPRISES CASH BALANCE PLAN
CashBalance
Assets$433K
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JL FRAZ ENTERPRISES 401(K) PROFIT SHARING PLAN
401k
Assets$78K
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JL FRAZ ENTERPRISES CASH BALANCE PLAN | CashBalance | $433K | 19 | 2024 | |
| 001 | JL FRAZ ENTERPRISES 401(K) PROFIT SHARING PLAN | 401k | $78K | 19 | 2024 |
Retirement plans