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Sponsor portfolio

BW JACKSON, INC.

EIN 81-0895066-Retail Trade-Latest filing 2024
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
43
1737 VIA DI SALERNO - PLEASANTON, CA 94566408-655-9374
Plans on this EIN
2 filings
#002TraditionalDB-$1.5M - 21 part#001ProfitSharing-$184K - 22 part

Retirement portfolio analytics

2 plans aggregated / $1.7M assets / 43 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • PLAN & TRUST (#002)89%
  • PLAN & TRUST (#001)11%
Total $1.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)22
  • PLAN & TRUST (#002)21
Total 43Click 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#002

BW DEFINED BENEFIT PLAN & TRUST

TraditionalDB

Assets$1.5M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

BW PROFIT SHARING PLAN & TRUST

ProfitSharing

Assets$184K
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BW DEFINED BENEFIT PLAN & TRUSTTraditionalDB$1.5M212024
001BW PROFIT SHARING PLAN & TRUSTProfitSharing$184K222024
Retirement plans
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