Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOMAR MANAGEMENT INC.
EIN 83-3754075Administrative and Support and Waste Management and Remediation ServicesLatest filing 2025
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
8
24000 ALICIA PARKWAY, SUITE 466 - MISSION VIEJO, CA 92691949-540-7520
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.2M assets / 8 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
JOMAR MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.7M
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
JOMAR MANAGEMENT INC. 401 (K) PROFIT SHARING PLAN
401k
Assets$490K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JOMAR MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.7M | 4 | 2025 | |
| 002 | JOMAR MANAGEMENT INC. 401 (K) PROFIT SHARING PLAN | 401k | $490K | 4 | 2025 |
Retirement plans