Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JRF COASTAL ENTERPRISES LLC
EIN 82-1783666Other Services (except Public Administration)Latest filing 2024
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
61
5 GREENLEDGE STREET - SALEM, MA 01970978-744-4545
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 61 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#001
JRF COASTAL ENTERPRISES 401(K) PROFIT SHARING PLAN
401k
Assets$1.0M
Participants51
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JRF COASTAL ENTERPRISES CASH BALANCE PLAN
CashBalance
Assets$482K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JRF COASTAL ENTERPRISES 401(K) PROFIT SHARING PLAN | 401k | $1.0M | 51 | 2024 | |
| 002 | JRF COASTAL ENTERPRISES CASH BALANCE PLAN | CashBalance | $482K | 10 | 2024 |
Retirement plans