Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $62.9M assets / 827 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.
401(k)
ESOP
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | JEO, INC. 401(K) PROFIT SHARING PLAN | 401(k) | $60.7M | 482 | 2025 |
| #002 | JEO EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $2.2M | 345 | 2025 |