PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. JADE NECKLACE, LLC
Sponsor portfolio

JADE NECKLACE, LLC

EIN 83-1132010-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
9
1402 ATWELL RD - EL CERRITO, CA 94530510-385-2100
Plans on this EIN
2 filings
#002CashBalance-$915K - 4 part#001401k-$144K - 5 part

Retirement portfolio analytics

2 plans aggregated / $1.1M assets / 9 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • CASH BALANCE PLAN (#002)86%
  • PLAN AND TRUST (#001)14%
Total $1.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)5
  • CASH BALANCE PLAN (#002)4
Total 9Click 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

JADE NECKLACE, LLC CASH BALANCE PLAN

CashBalance

Assets$915K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

JADE NECKLACE, LLC 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$144K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002JADE NECKLACE, LLC CASH BALANCE PLANCashBalance$915K42024
001JADE NECKLACE, LLC 401(K) PROFIT SHARING PLAN AND TRUST401k$144K52024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica