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Sponsor portfolio

JCA TAX SOLUTIONS LLC

EIN 86-3884937-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$610K assets
Welfare
0
Participants
9
151 YORBA ST STE 200 - TUSTIN, CA 92780714-577-8758
Plans on this EIN
2 filings
#002CashBalance-$356K - 4 part#001401k-$254K - 5 part

Retirement portfolio analytics

2 plans aggregated / $610K assets / 9 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • CASH BALANCE PLAN (#002)58%
  • JCA SOLUTIONS 401(K) (#001)42%
Total $610KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • JCA SOLUTIONS 401(K) (#001)5
  • CASH BALANCE PLAN (#002)4
Total 9Click 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

JCA SOLUTIONS CASH BALANCE PLAN

CashBalance

Assets$356K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

JCA SOLUTIONS 401(K) PLAN

401k

Assets$254K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002JCA SOLUTIONS CASH BALANCE PLANCashBalance$356K42024
001JCA SOLUTIONS 401(K) PLAN401k$254K52024
Retirement plans
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