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Sponsor portfolio

JRI, INC.

EIN 77-0377367-Manufacturing-Latest filing 2025
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
99
31280 LA BAYA DRIVE - WESTLAKE VILLAGE, CA 91362818-706-2424
Plans on this EIN
2 filings
#003401k-$1.8M - 78 part#002CashBalance-$4K - 21 part

Retirement portfolio analytics

2 plans aggregated / $1.8M assets / 99 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • JRI, INC. 401(K) (#003)100%
  • CASH BALANCE PENSION (#002)0%
Total $1.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • JRI, INC. 401(K) (#003)78
  • CASH BALANCE PENSION (#002)21
Total 99Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

JRI, INC. 401(K) PLAN

401k

Assets$1.8M
Participants78
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JRI, INC. CASH BALANCE PENSION PLAN

CashBalance

Assets$4K
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003JRI, INC. 401(K) PLAN401k$1.8M782024
002JRI, INC. CASH BALANCE PENSION PLANCashBalance$4K212025
Retirement plans
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