PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. JIMS FORMAL WEAR INC
Sponsor portfolioTH

JIMS FORMAL WEAR INC

EIN 46-1233026-wholesale-Latest filing 2024
Plans
3
Retirement
2
$33.1M assets
Welfare
1
$271K premiums
Participants
1,031
804 EAST BROADWAY - TRENTON, IL 62293618-224-9211jimsformalwear.comLinkedIn501-1000 employeeswholesale
Plans on this EIN
3 filings
#001401k-$32.6M - 501 part#002ESOP-$559K - 370 part#501Mixed-$271K - 255 lives

Retirement portfolio analytics

2 plans aggregated / $33.1M assets / 871 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • PROFIT SHARING PLAN (#001)98%
  • EMPLOYEE STOCK OWNERSHIP (#002)2%
Total $33.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
98%top
  • ADP BROKER-DEALER98%
  • (Not disclosed)2%
Total $33.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)501
  • EMPLOYEE STOCK OWNERSHIP (#002)370
Total 871Click row to drill in

Benefits portfolio analytics

1 plan / $271K premiums / 255 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$162K
  • Short-term disability$162K
  • Long-term disability$162K
  • Other$162K
  • Dental$95K
  • Vision$14K
Total $271K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • SYMETRA LIFE INSURANCE COMPANY60%
  • DELTA DENTAL OF CALIFORNIA35%
  • EYEMED VISION CARE5%
Total $271K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BROWN & BROWN INSURANCE SERVICES100%
Total $6K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

JIM'S FORMAL WEAR INC 401(K) PROFIT SHARING PLAN

401k

Assets$32.6M
Participants501
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JIM'S FORMAL WEAR EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$559K
Participants370
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JIM'S FORMAL WEAR LLC CAFETERIA 125 PLAN

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$271K
Covered lives255
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JIM'S FORMAL WEAR INC 401(K) PROFIT SHARING PLAN401k$32.6M5012024
002JIM'S FORMAL WEAR EMPLOYEE STOCK OWNERSHIP PLANESOP$559K3702024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JIM'S FORMAL WEAR LLC CAFETERIA 125 PLANMixedSYMETRA LIFE INSURANCE COMPANY$271K2552024
Retirement plans
Welfare 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