Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
J&F LOCKWOOD, INC.
EIN 77-0176097Retail TradeLatest filing 2024
Plans
2
Retirement
2
$3.6M assets
Welfare
0
Participants
76
721-B ABBOTT STREET - SALINAS, CA 93901831-757-3009
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.6M assets / 76 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
J&F LOCKWOOD, INC. RETIREMENT PLAN
401k
Assets$2.4M
Participants37
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
J&F LOCKWOOD, INC. DBA CSC OF SALINAS CASH BALANCE PLAN
CashBalance
Assets$1.2M
Participants39
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 | J&F LOCKWOOD, INC. RETIREMENT PLAN | 401k | $2.4M | 37 | 2024 | |
| 002 | J&F LOCKWOOD, INC. DBA CSC OF SALINAS CASH BALANCE PLAN | CashBalance | $1.2M | 39 | 2024 |
Retirement plans