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Sponsor portfolio

JUDY SCHINDLER DESIGN & BUILD, INC. DBA JS DESIGN & BUILD, INC

EIN 56-2360606-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$636K assets
Welfare
0
Participants
12
1518 YAJOME ST. - NAPA, CA 94559707-257-2815
Plans on this EIN
2 filings
#002401k-$367K - 7 part#001CashBalance-$269K - 5 part

Retirement portfolio analytics

2 plans aggregated / $636K assets / 12 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • 401(K)PROFIT SHARING PLAN (#002)58%
  • CASH BALANCE PLAN (#001)42%
Total $636KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K)PROFIT SHARING PLAN (#002)7
  • CASH BALANCE PLAN (#001)5
Total 12Click 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

JUDY SCHINDLER DESIGN & BUILD, INC DBA JS DESIGN & BUILD, INC 401(K)PROFIT SHARING PLAN

401k

Assets$367K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

JUDY SCHINDLER DESIGN & BUILD, INC DBA JS DESIGN & BUILD, INC CASH BALANCE PLAN

CashBalance

Assets$269K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002JUDY SCHINDLER DESIGN & BUILD, INC DBA JS DESIGN & BUILD, INC 401(K)PROFIT SHARING PLAN401k$367K72024
001JUDY SCHINDLER DESIGN & BUILD, INC DBA JS DESIGN & BUILD, INC CASH BALANCE PLANCashBalance$269K52024
Retirement plans
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