Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JET WEALTH ADVISORS INC.
EIN 46-3490738financial servicesLatest filing 2024
Plans
2
Retirement
2
$5.6M assets
Welfare
0
Participants
10
4275 EXECUTIVE SQUARE, SUITE 1030 - LA JOLLA, CA 92037312-953-8203LinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.6M assets / 10 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#001
JET WEALTH ADVISORS, INC. RETIREMENT SAVINGS PLAN
401k
Assets$2.8M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JET WEALTH ADVISORS, INC. DEFINED BENEFIT PLAN
CashBalance
Assets$2.7M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JET WEALTH ADVISORS, INC. RETIREMENT SAVINGS PLAN | 401k | $2.8M | 5 | 2024 | |
| 002 | JET WEALTH ADVISORS, INC. DEFINED BENEFIT PLAN | CashBalance | $2.7M | 5 | 2024 |
Retirement plans