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Sponsor portfolio

JLP FINANCIAL, INC.

EIN 82-2845965-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$329K assets
Welfare
0
Participants
4
7300 FN 2222, BUILDING 3 SUITE 200 - AUSTIN, TX 78734661-713-6296
Plans on this EIN
2 filings
#001401k-$174K - 2 part#002CashBalance-$155K - 2 part

Retirement portfolio analytics

2 plans aggregated / $329K assets / 4 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • L PELAYO 401(K) (#001)53%
  • CASH BALANCE PLAN (#002)47%
Total $329KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • L PELAYO 401(K) (#001)2
  • CASH BALANCE PLAN (#002)2
Total 4Click 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

JORGE L PELAYO 401(K) PLAN

401k

Assets$174K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JORGE L. PELAYO CASH BALANCE PLAN

CashBalance

Assets$155K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JORGE L PELAYO 401(K) PLAN401k$174K22025
002JORGE L. PELAYO CASH BALANCE PLANCashBalance$155K22025
Retirement plans
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