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Sponsor portfolio

JACKSON SQUARE FINANCIAL INC. DBA JACKSON SQUARE

EIN 82-3431365-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
12
48 GOLD STREET - SAN FRANCISCO, CA 94133415-217-7900
Plans on this EIN
2 filings
#002CashBalance-$2.4M - 10 part#001401k-$181 - 2 part

Retirement portfolio analytics

2 plans aggregated / $2.4M assets / 12 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • CASH BALANCE PLAN (#002)100%
  • PROFIT SHARING PLAN (#001)0%
Total $2.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)10
  • PROFIT SHARING PLAN (#001)2
Total 12Click 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#002

JSF CASH BALANCE PLAN

CashBalance

Assets$2.4M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

JSF PROFIT SHARING PLAN

401k

Assets$181
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002JSF CASH BALANCE PLANCashBalance$2.4M102024
001JSF PROFIT SHARING PLAN401k$18122025
Retirement plans
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