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Sponsor portfolio

JLB ADVISORS, LLC

EIN 81-4417597-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$577K assets
Welfare
0
Participants
18
8775 WEST LANE - MAGNOLIA, TX 77354281-288-1788
Plans on this EIN
2 filings
#002401k-$509K - 11 part#001CashBalance-$68K - 7 part

Retirement portfolio analytics

2 plans aggregated / $577K assets / 18 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • VOXEL DENTAL 401(K) (#002)88%
  • CASH BALANCE PLAN (#001)12%
Total $577KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • VOXEL DENTAL 401(K) (#002)11
  • CASH BALANCE PLAN (#001)7
Total 18Click 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

VOXEL DENTAL 401(K) PLAN

401k

Assets$509K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

VOXEL DENTAL CASH BALANCE PLAN

CashBalance

Assets$68K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002VOXEL DENTAL 401(K) PLAN401k$509K112024
001VOXEL DENTAL CASH BALANCE PLANCashBalance$68K72024
Retirement plans
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