PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. JAY VAN BEUSEKOM FINANCIAL ADVISOR, LLC
Sponsor portfolio

JAY VAN BEUSEKOM FINANCIAL ADVISOR, LLC

EIN 61-1547418-investment banking-Latest filing 2025
Plans
2
Retirement
2
$301K assets
Welfare
0
Participants
5
N16W23217 STONE RIDGE DR.-SUITE 120 - WAUKESHA, WI 53188262-408-5820why-jay.comLinkedIn11-50 employeesinvestment banking
Plans on this EIN
2 filings
#001401k-$199K - 3 part#002CashBalance-$102K - 2 part

Retirement portfolio analytics

2 plans aggregated / $301K assets / 5 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • JVB 401(K) (#001)66%
  • CASH BALANCE PLAN (#002)34%
Total $301KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • JVB 401(K) (#001)3
  • CASH BALANCE PLAN (#002)2
Total 5Click 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

JVB 401(K) PLAN

401k

Assets$199K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JVB CASH BALANCE PLAN

CashBalance

Assets$102K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JVB 401(K) PLAN401k$199K32025
002JVB CASH BALANCE PLANCashBalance$102K22025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica