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Sponsor portfolio

JOIN CLINICAL TRIALS, LLC

EIN 83-2280183-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$923K assets
Welfare
0
Participants
7
5838 E PRESIDIO RD - SCOTTSDALE, AZ 85254310-430-4824
Plans on this EIN
2 filings
#002TraditionalDB-$842K - 2 part#001ProfitSharing-$81K - 5 part

Retirement portfolio analytics

2 plans aggregated / $923K assets / 7 participants

Assets by plan

Share of aggregate retirement assets

91%top
  • CASH BALANCE PLAN (#002)91%
  • PROFIT SHARING PLAN (#001)9%
Total $923KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)5
  • CASH BALANCE PLAN (#002)2
Total 7Click 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

JOIN CLINICAL TRIALS, LLC CASH BALANCE PLAN

TraditionalDB

Assets$842K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

JOIN CLINICAL TRIALS, LLC PROFIT SHARING PLAN

ProfitSharing

Assets$81K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002JOIN CLINICAL TRIALS, LLC CASH BALANCE PLANTraditionalDB$842K22024
001JOIN CLINICAL TRIALS, LLC PROFIT SHARING PLANProfitSharing$81K52024
Retirement plans
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