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  2. ABBIE JOAN ENTERPRISES, INC.
Sponsor portfolio

ABBIE JOAN ENTERPRISES, INC.

EIN 59-3637366-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$948K assets
Welfare
0
Participants
22
941 4TH AVENUE NORTH - NAPLES, FL 34102239-435-0677
Plans on this EIN
2 filings
#001401k-$696K - 10 part#002ESOP-$252K - 12 part

Retirement portfolio analytics

2 plans aggregated / $948K assets / 22 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • ENTERPRISES, INC. 401(K) (#001)73%
  • EMPLOYEE STOCK OWNERSHIP (#002)27%
Total $948KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)12
  • ENTERPRISES, INC. 401(K) (#001)10
Total 22Click 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

ABBIE JOAN ENTERPRISES, INC. 401(K) PLAN

401k

Assets$696K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ABBIE JOAN ENTERPRISES, LLC EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$252K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ABBIE JOAN ENTERPRISES, INC. 401(K) PLAN401k$696K102025
002ABBIE JOAN ENTERPRISES, LLC EMPLOYEE STOCK OWNERSHIP PLANESOP$252K122024
Retirement plans
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