Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
J.K. DATA CORP.
EIN 68-0442907Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
19
P.O. BOX 9278 - SANTA ROSA, CA 95405707-577-0806
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M assets / 19 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#003
J.K. DATA CORP. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$714K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
J.K. DATA CORP. PROFIT SHARING PLAN
ProfitSharing
Assets$707K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | J.K. DATA CORP. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $714K | 14 | 2025 | |
| 002 | J.K. DATA CORP. PROFIT SHARING PLAN | ProfitSharing | $707K | 5 | 2025 |
Retirement plans