Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JEPPSON WEALTH MANAGEMENT LLC
EIN 81-5354544Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
6
1230 ROSECRANS AVE, SUITE 300 - MANHATTAN BEACH, CA 90266424-456-3111jeppson-wealth.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.0M assets / 6 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
JEPPSON WEALTH MANAGEMENT CASH BALANCE PLAN
CashBalance
Assets$2.5M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JEPPSON WEALTH MANAGEMENT RETIREMENT PLAN
ProfitSharing
Assets$475K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JEPPSON WEALTH MANAGEMENT CASH BALANCE PLAN | CashBalance | $2.5M | 3 | 2025 | |
| 001 | JEPPSON WEALTH MANAGEMENT RETIREMENT PLAN | ProfitSharing | $475K | 3 | 2025 |
Retirement plans