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  2. JAY AMMON ARCHITECT, INC.
Sponsor portfolio

JAY AMMON ARCHITECT, INC.

EIN 59-3078850-architecture & planning-Latest filing 2025
Plans
2
Retirement
2
$4.5M assets
Welfare
0
Participants
12
126 PARK AVENUE SOUTH, STE. A - WINTER PARK, FL 32789407-333-4686jayammon.comLinkedIn1-10 employeesarchitecture & planning
Plans on this EIN
2 filings
#002401k-$3.7M - 7 part#003CashBalance-$881K - 5 part

Retirement portfolio analytics

2 plans aggregated / $4.5M assets / 12 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • INC. UNI-K PLAN (#002)81%
  • CASH BALANCE PLAN (#003)19%
Total $4.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. UNI-K PLAN (#002)7
  • CASH BALANCE PLAN (#003)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

JAY AMMON ARCHITECT, INC. UNI-K PLAN

401k

Assets$3.7M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

JAY AMMON ARCHITECT, INC. CASH BALANCE PLAN

CashBalance

Assets$881K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002JAY AMMON ARCHITECT, INC. UNI-K PLAN401k$3.7M72025
003JAY AMMON ARCHITECT, INC. CASH BALANCE PLANCashBalance$881K52025
Retirement plans
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