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  2. JNBA FINANCIAL ADVISORS, LLC
Sponsor portfolio

JNBA FINANCIAL ADVISORS, LLC

EIN 86-1279106-financial services-Latest filing 2025
Plans
2
Retirement
2
$17.8M assets
Welfare
0
Participants
80
8500 NORMANDALE LAKE BOULEVARD, SUITE 450 - MINNEAPOLIS, MN 55437952-844-0995jnba.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filings
#002401k-$11.4M - 42 part#003CashBalance-$6.4M - 38 part

Retirement portfolio analytics

2 plans aggregated / $17.8M assets / 80 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • JNBA 401(K) (#002)64%
  • CASH BALANCE PLAN (#003)36%
Total $17.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • JNBA 401(K) (#002)42
  • CASH BALANCE PLAN (#003)38
Total 80Click 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

JNBA 401(K) PLAN

401k

Assets$11.4M
Participants42
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

JNBA CASH BALANCE PLAN

CashBalance

Assets$6.4M
Participants38
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002JNBA 401(K) PLAN401k$11.4M422025
003JNBA CASH BALANCE PLANCashBalance$6.4M382024
Retirement plans
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