Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $406K 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
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | JL COX CONSULTING CASH BALANCE PLAN | Cash balance | $230K | 3 | 2024 |
| #002 | JL COX CONSULTING 401(K) PROFIT SHARING PLAN | 401(k) | $175K | 3 | 2024 |