Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOSEPH AND JOSEPH PA ADA PLAN
EIN 57-0705130Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$4.6M assets
Welfare
0
Participants
33
632 FRONT STREET, P.O. BOX 559 - GEORGETOWN, SC 29440843-546-5994
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.6M assets / 33 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#002
JOSEPH AND JOSEPH PA ADA PLAN PROFIT SHARING PLAN
401k
Assets$2.4M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JOSEPH AND JOSEPH PA ADA PLAN PENSION PLAN
MoneyPurchase
Assets$2.3M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JOSEPH AND JOSEPH PA ADA PLAN PROFIT SHARING PLAN | 401k | $2.4M | 17 | 2025 | |
| 001 | JOSEPH AND JOSEPH PA ADA PLAN PENSION PLAN | MoneyPurchase | $2.3M | 16 | 2025 |
Retirement plans