Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Jubilee Associates Inc.
EIN 82-4336395Retail TradeLatest filing 2025
Plans
2
Retirement
2
$195K assets
Welfare
0
Participants
15
260 W. OLIVE AVE. - PORTERVILLE, CA 93257916-692-6029
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $195K assets / 15 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
JUBILEE ASSOCIATES INC. CASH BALANCE PLAN
Cash balance
Assets$184K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JUBILEE ASSOCIATES, INC. PROFIT SHARING PLAN
Profit-sharing
Assets$11K
Participants7
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 | JUBILEE ASSOCIATES INC. CASH BALANCE PLAN | Cash balance | $184K | 8 | 2025 | |
| 001 | JUBILEE ASSOCIATES, INC. PROFIT SHARING PLAN | Profit-sharing | $11K | 7 | 2025 |
Retirement plans