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Sponsor portfolio

J+ MANAGEMENT, LLC

EIN 81-5215319-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$4.1M assets
Welfare
0
Participants
69
6010 THOMPSON RD. - BAYTOWN, TX 77521281-837-6940
Plans on this EIN
2 filings
#001CashBalance-$2.9M - 31 part#002401k-$1.2M - 38 part

Retirement portfolio analytics

2 plans aggregated / $4.1M assets / 69 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • CASH BALANCE PLAN (#001)71%
  • J+ MANAGEMENT 401(K) (#002)29%
Total $4.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • J+ MANAGEMENT 401(K) (#002)38
  • CASH BALANCE PLAN (#001)31
Total 69Click 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#001

J+ MANAGEMENT CASH BALANCE PLAN

CashBalance

Assets$2.9M
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

J+ MANAGEMENT 401(K) PLAN

401k

Assets$1.2M
Participants38
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001J+ MANAGEMENT CASH BALANCE PLANCashBalance$2.9M312025
002J+ MANAGEMENT 401(K) PLAN401k$1.2M382025
Retirement plans
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