Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JULIAKAY, INC.
EIN 61-1886932Real Estate and Rental and LeasingLatest filing 2024
Plans
3
Retirement
2
$577K assets
Welfare
1
Participants
9
2 AFUERA - RANCHO MISSION VIEJO, CA 926941279949-550-2307
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $577K assets / 6 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#002
JULIAKAY, INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$575K
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
JULIAKAY, INC. 401(K) PLAN
401k
Assets$3K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#002
JULIAKAY, INC. DEFINED BENEFIT PENSION PLAN
Self Funded
Premiums$0
Covered lives0
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Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JULIAKAY, INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $575K | 3 | 2024 | |
| 001 | JULIAKAY, INC. 401(K) PLAN | 401k | $3K | 3 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 002 | JULIAKAY, INC. DEFINED BENEFIT PENSION PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans