Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOE WEST COMPANY, INC.
EIN 73-0784542insuranceLatest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
6
406 S. BOULDER AVENUE, SUITE 500 - TULSA, OK 74103918-660-0090joewestcompany.comLinkedIn1-10 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M 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
JOE WEST COMPANY CASH BALANCE PENSION PLAN
CashBalance
Assets$1.5M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JOE WEST COMPANY RETIREMENT SAVINGS PLAN
ProfitSharing
Assets$129K
Participants3
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 | JOE WEST COMPANY CASH BALANCE PENSION PLAN | CashBalance | $1.5M | 3 | 2024 | |
| 001 | JOE WEST COMPANY RETIREMENT SAVINGS PLAN | ProfitSharing | $129K | 3 | 2024 |
Retirement plans