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Sponsor portfolio

JAMES LOGAN, PA

EIN 52-2306288-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
5
2419 MARYLAND AVE - BALTIMORE, MD 21218410-243-1987
Plans on this EIN
2 filings
#002CashBalance-$762K - 2 part#001401k-$397K - 3 part

Retirement portfolio analytics

2 plans aggregated / $1.2M assets / 5 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • CASH BALANCE PLAN (#002)66%
  • 401(K) P/S PLAN (#001)34%
Total $1.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) P/S PLAN (#001)3
  • CASH BALANCE PLAN (#002)2
Total 5Click 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

JAMES R LOGAN PA CASH BALANCE PLAN

CashBalance

Assets$762K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

JAMES LOGAN, PA 401(K) P/S PLAN

401k

Assets$397K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002JAMES R LOGAN PA CASH BALANCE PLANCashBalance$762K22024
001JAMES LOGAN, PA 401(K) P/S PLAN401k$397K32024
Retirement plans
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