Assets by plan
Share of aggregate retirement assets
- INC. 401K PLAN (#001)$77.0M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $131.0M assets / 3,994 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
1 plan / $725K premiums / 1,450 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
ESOP
Fully insured - LINCOLN NATIONAL LIFE INSURANCE COMPANY
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | JJF MANAGEMENT SERVICES INC. 401K PLAN | 401(k) | $77.0M | 1,853 | 2025 |
| #002 | JJF MANAGEMENT SERVICES, INC. ESOP | ESOP | $53.9M | 2,141 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | JJF MGMT SVS EMP HEALTH BENEFIT PLAN | Fully insured | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $725K | 1,450 | 2025 |