Assets by plan
Share of aggregate retirement assets
77%top
Sponsor portfolio
JOMS LLC
EIN 61-1884825Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
27
129 N WASHINGTON ST - NAPERVILLE, IL 60540630-961-5151
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 27 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
JOMS LLC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$921K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JOMS LLC CASH BALANCE PLAN
CashBalance
Assets$269K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JOMS LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $921K | 14 | 2025 | |
| 002 | JOMS LLC CASH BALANCE PLAN | CashBalance | $269K | 13 | 2024 |
Retirement plans