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Sponsor portfolio

NAHT JONA, LLC

EIN 80-0263612-Arts, Entertainment, and Recreation-Latest filing 2024
Plans
2
Retirement
2
$520K assets
Welfare
0
Participants
4
445 HAMILTON AVE #700 - WHITE PLAINS, NY 10601504-484-5515
Plans on this EIN
2 filings
#001TraditionalDB-$411K - 2 part#002401k-$108K - 2 part

Retirement portfolio analytics

2 plans aggregated / $520K assets / 4 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • DEFINED BENEFIT PLAN (#001)79%
  • JONA, LLC 401(K) (#002)21%
Total $520KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PLAN (#001)2
  • JONA, LLC 401(K) (#002)2
Total 4Click 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#001

NAHT JONA, LLC DEFINED BENEFIT PLAN

TraditionalDB

Assets$411K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

NAHT JONA, LLC 401(K) PLAN

401k

Assets$108K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001NAHT JONA, LLC DEFINED BENEFIT PLANTraditionalDB$411K22024
002NAHT JONA, LLC 401(K) PLAN401k$108K22024
Retirement plans
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