Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JBROOKS WEALTH ADVISORS, PC
EIN 86-0614576accountingLatest filing 2024
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
6
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.1M assets / 6 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
JBROOKS WEALTH ADVISORS, PC CASH BALANCE PLAN
CashBalance
Assets$1.6M
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
JBROOKS WEALTH ADVISORS, PC PROFIT SHARING 401(K) PLAN
401k
Assets$1.5M
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 | |
|---|---|---|---|---|---|---|
| 002 | JBROOKS WEALTH ADVISORS, PC CASH BALANCE PLAN | CashBalance | $1.6M | 2 | 2024 | |
| 001 | JBROOKS WEALTH ADVISORS, PC PROFIT SHARING 401(K) PLAN | 401k | $1.5M | 4 | 2024 |
Retirement plans