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Sponsor portfolio

JOTA ARKITEKTS, LLC

EIN 66-0787654-Other Services (except Public Administration)-Latest filing 2024
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
29
PMB 749, 1353 LUIS VIGOREAUX AVE. - GUAYNABO, PR 00966787-306-4001
Plans on this EIN
2 filings
#002CashBalance-$1.8M - 13 part#001401k-$1.1M - 16 part

Retirement portfolio analytics

2 plans aggregated / $2.8M assets / 29 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • CASH BALANCE PLAN (#002)63%
  • SHARING RETIREMENT PLAN (#001)37%
Total $2.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHARING RETIREMENT PLAN (#001)16
  • CASH BALANCE PLAN (#002)13
Total 29Click 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

JOTA ARKITEKTS LLC CASH BALANCE PLAN

CashBalance

Assets$1.8M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

JOTA ARKITEKTS, LLC PROFIT SHARING RETIREMENT PLAN

401k

Assets$1.1M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002JOTA ARKITEKTS LLC CASH BALANCE PLANCashBalance$1.8M132024
001JOTA ARKITEKTS, LLC PROFIT SHARING RETIREMENT PLAN401k$1.1M162024
Retirement plans
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