Assets by plan
Share of aggregate retirement assets
Filings through .
J Douglas, Inc.
EIN 58-2610288Wholesale TradeLatest filing 2025
Plans
3
Retirement
2
$3.2M assets
Health & Benefits
1
Participants
23
240 PEACHTREE STREET NW, SUITE 13A1 - ATLANTA, GA 30303404-584-2599
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $3.2M assets / 17 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
J DOUGLAS, INC. 401(K) PLAN
401(k)
Assets$1.7M
Participants11
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
J DOUGLAS, INC. CASH BALANCE PENSION PLAN
Cash balance
Assets$1.5M
Participants6
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
JDOUGLAS GCF BENEFIT PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | J DOUGLAS, INC. 401(K) PLAN | 401(k) | $1.7M | 11 | 2025 |
| #002 | J DOUGLAS, INC. CASH BALANCE PENSION PLAN | Cash balance | $1.5M | 6 | 2025 |
- #001 · 401(k) · 202511
- #002 · Cash balance · 20256
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | JDOUGLAS GCF BENEFIT PLAN | Self-funded | - | $0 | 0 | 2025 |
- #501 · Self-funded · 20250
Retirement plans
Health & Benefits plans