Assets by plan
Share of aggregate retirement assets
51%top
Sponsor portfolio
JUPITER MANAGEMENT LLC
EIN 83-2902158Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$5.7M assets
Welfare
0
Participants
15
230 W. MONROE STREET, SUITE 700 - CHICAGO, IL 60606312-628-2452
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.7M 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
JUPITER MANAGEMENT CASH BALANCE PLAN
CashBalance
Assets$2.9M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JUPITER MANAGEMENT 401(K) PLAN AND TRUST
401k
Assets$2.8M
Participants8
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 | JUPITER MANAGEMENT CASH BALANCE PLAN | CashBalance | $2.9M | 7 | 2024 | |
| 001 | JUPITER MANAGEMENT 401(K) PLAN AND TRUST | 401k | $2.8M | 8 | 2025 |
Retirement plans