Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JTW FINANCIAL SERVICES, INC.
EIN 68-0601927investment bankingLatest filing 2025
Plans
2
Retirement
2
$18.7M assets
Welfare
0
Participants
11
660 N DIAMOND BAR BLVD STE 268 - DIAMOND BAR, CA 91765800-346-7218LinkedIn1-10 employeesinvestment banking
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $18.7M assets / 11 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
JTW FINANCIAL SERVICES, INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$13.4M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
JTW FINANCIAL SERVICES, INC. 401(K) PLAN
401k
Assets$5.2M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JTW FINANCIAL SERVICES, INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $13.4M | 2 | 2025 | |
| 003 | JTW FINANCIAL SERVICES, INC. 401(K) PLAN | 401k | $5.2M | 9 | 2024 |
Retirement plans