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Sponsor portfolio

JDOUGLAS

EIN 58-2610288-Latest filing 2025
Plans
3
Retirement
2
$2.3M assets
Welfare
1
Participants
24
240 PEACHTREE ST BLDG 1, SUITE 13A - ATLANTA, GA 30303404-584-2599
Plans on this EIN
3 filings
#001401k-$1.4M - 12 part#002CashBalance-$952K - 6 part#501Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $2.3M assets / 18 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • DOUGLAS, INC. 401(K) (#001)59%
  • CASH BALANCE PENSION (#002)41%
Total $2.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DOUGLAS, INC. 401(K) (#001)12
  • CASH BALANCE PENSION (#002)6
Total 18Click 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#001

J DOUGLAS, INC. 401(K) PLAN

401k

Assets$1.4M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

J DOUGLAS, INC. CASH BALANCE PENSION PLAN

CashBalance

Assets$952K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JDOUGLAS GCF BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001J DOUGLAS, INC. 401(K) PLAN401k$1.4M122024
002J DOUGLAS, INC. CASH BALANCE PENSION PLANCashBalance$952K62024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JDOUGLAS GCF BENEFIT PLANSelf Funded-$002025
Retirement plans
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