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Sponsor portfolio

JOKALA

EIN 85-4017254-Manufacturing-Latest filing 2025
Plans
2
Retirement
2
$3.8M assets
Welfare
0
Participants
10
1717 STUTZ DRIVE - TROY, MI 48084248-841-3982
Plans on this EIN
2 filings
#002CashBalance-$3.0M - 5 part#001401k-$811K - 5 part

Retirement portfolio analytics

2 plans aggregated / $3.8M assets / 10 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • CASH BALANCE PLAN (#002)79%
  • 401(K) RETIREMENT PLAN (#001)21%
Total $3.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)5
  • 401(K) RETIREMENT PLAN (#001)5
Total 10Click 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

JOKALA CASH BALANCE PLAN

CashBalance

Assets$3.0M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

JOKALA 401(K) RETIREMENT PLAN

401k

Assets$811K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002JOKALA CASH BALANCE PLANCashBalance$3.0M52024
001JOKALA 401(K) RETIREMENT PLAN401k$811K52025
Retirement plans
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