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Sponsor portfolio

JCW SERVICES LLC

EIN 87-2192600-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$173K assets
Welfare
0
Participants
238
7301 FEGENBUSH LN, STE 202 - LOUISVILLE, KY 40228502-602-7810
Plans on this EIN
2 filings
#001401k-$144K - 132 part#002401k-$30K - 106 part

Retirement portfolio analytics

2 plans aggregated / $173K assets / 238 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • SERVICES 401K PLAN (#001)83%
  • SERVICES 401K PLAN (#002)17%
Total $173KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SERVICES 401K PLAN (#001)132
  • SERVICES 401K PLAN (#002)106
Total 238Click 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#001

JCW SERVICES 401K PLAN

401k

Assets$144K
Participants132
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JCW SERVICES 401K PLAN

401k

Assets$30K
Participants106
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JCW SERVICES 401K PLAN401k$144K1322025
002JCW SERVICES 401K PLAN401k$30K1062024
Retirement plans
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