Assets by plan
Share of aggregate retirement assets
83%top
Sponsor portfolio
JASON THOMAS HOMES LLC
EIN 81-4031784real estateLatest filing 2024
Plans
2
Retirement
2
$312K assets
Welfare
0
Participants
8
7521 HUBBARD AVE - MIDDLETON, WI 53562608-203-5592jasonthomashomes.comLinkedIn1-10 employeesreal estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $312K assets / 8 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
JASON THOMAS HOMES LLC CASH BALANCE PLAN
CashBalance
Assets$259K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
JASON THOMAS HOMES LLC 401(K) PLAN
ProfitSharing
Assets$53K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JASON THOMAS HOMES LLC CASH BALANCE PLAN | CashBalance | $259K | 3 | 2024 | |
| 001 | JASON THOMAS HOMES LLC 401(K) PLAN | ProfitSharing | $53K | 5 | 2024 |
Retirement plans