Assets by plan
Share of aggregate retirement assets
- LLC 401K PLAN (#001)$710K
Filings through .
2 plans aggregated / $2.1M assets / 6 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Cash balance
Profit-sharing
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | JOKIC BROTHERS LLC CASH BALANCE PLAN | Cash balance | $1.4M | 3 | 2025 |
| #001 | JOKIC BROTHERS LLC 401K PLAN | Profit-sharing | $710K | 3 | 2025 |