Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JEFF BROWN YACHTS, INC.
EIN 82-5412029recreational facilities and servicesLatest filing 2024
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
27
2330 SHELTER ISLAND DR - SAN DIEGO, CA 92106619-222-9899jeffbrownyachts.comLinkedIn11-50 employeesrecreational facilities and services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 27 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
JEFF BROWN YACHTS CASH BALANCE PLAN
CashBalance
Assets$1.3M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JEFF BROWN YACHTS PROFIT SHARING PLAN
401k
Assets$490K
Participants13
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 | JEFF BROWN YACHTS CASH BALANCE PLAN | CashBalance | $1.3M | 14 | 2024 | |
| 002 | JEFF BROWN YACHTS PROFIT SHARING PLAN | 401k | $490K | 13 | 2024 |
Retirement plans