Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JMORTON PLANNING & LANDSCAPE ARCHITECTURE, INC.
EIN 47-1615252architecture & planningLatest filing 2024
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
18
3910 RCA BLVD, SUITE 1015 - PALM BEACH GARDENS, FL 33410561-371-9384jmortonla.comLinkedIn1-10 employeesarchitecture & planning
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 18 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
JMORTON PLANNING & LANDSCAPE ARCHITECTURE 401(K) PLAN
401k
Assets$1.4M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JMORTON PLANNING & LANDSCAPE ARCHITECTURE, INC. CASH BALANCE PLAN
CashBalance
Assets$669K
Participants7
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 | JMORTON PLANNING & LANDSCAPE ARCHITECTURE 401(K) PLAN | 401k | $1.4M | 11 | 2024 | |
| 002 | JMORTON PLANNING & LANDSCAPE ARCHITECTURE, INC. CASH BALANCE PLAN | CashBalance | $669K | 7 | 2024 |
Retirement plans