Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JEFFRY H JONES MD INC
EIN 68-0479997Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
2
701 HOWE AVENUE SUITE F10 - SACRAMENTO, CA 95825916-925-2096
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.5M assets / 2 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
JEFFRY H JONES MD INC 401K PROFIT SHARING PLAN
401k
Assets$2.9M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JEFFRY H JONES MD INC CASH BALANCE PENSION PLAN
CashBalance
Assets$575K
Participants1
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 | JEFFRY H JONES MD INC 401K PROFIT SHARING PLAN | 401k | $2.9M | 1 | 2024 | |
| 002 | JEFFRY H JONES MD INC CASH BALANCE PENSION PLAN | CashBalance | $575K | 1 | 2024 |
Retirement plans