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Sponsor portfolio

JLTCO INC.

EIN 83-2956490-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
8
505 S. FLAGLER DRIVE, SUITE 900 - WEST PALM BEACH, FL 33401561-227-1259
Plans on this EIN
2 filings
#002CashBalance-$1.4M - 4 part#001401k-$148K - 4 part

Retirement portfolio analytics

2 plans aggregated / $1.5M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

90%top
  • CASH BALANCE PLAN (#002)90%
  • JLTCO INC. 401(K) (#001)10%
Total $1.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)4
  • JLTCO INC. 401(K) (#001)4
Total 8Click 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

JLTCO INC. CASH BALANCE PLAN

CashBalance

Assets$1.4M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

JLTCO INC. 401(K) PLAN

401k

Assets$148K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002JLTCO INC. CASH BALANCE PLANCashBalance$1.4M42025
001JLTCO INC. 401(K) PLAN401k$148K42025
Retirement plans
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