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  2. JEROME JOHNSON CPA, LLC
Sponsor portfolio

JEROME JOHNSON CPA, LLC

EIN 46-1577713-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$742K assets
Welfare
0
Participants
8
6500 JEFFERSON NE, SUITE 260 - ALBUQUERQUE, NM 87109505-246-8900
Plans on this EIN
2 filings
#002CashBalance-$476K - 4 part#001401k-$265K - 4 part

Retirement portfolio analytics

2 plans aggregated / $742K assets / 8 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • CASH BALANCE PLAN (#002)64%
  • CPA LLC 401(K) (#001)36%
Total $742KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)4
  • CPA LLC 401(K) (#001)4
Total 8Click 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#002

JEROME JOHNSON CPA LLC CASH BALANCE PLAN

CashBalance

Assets$476K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

JEROME JOHNSON CPA LLC 401(K) PLAN

401k

Assets$265K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002JEROME JOHNSON CPA LLC CASH BALANCE PLANCashBalance$476K42025
001JEROME JOHNSON CPA LLC 401(K) PLAN401k$265K42025
Retirement plans
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