Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KJG INVESTMENTS LLC
EIN 92-0864150Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$598K assets
Welfare
0
Participants
4
4 DOVER LANE - KENNEBUNKPORT, ME 04046978-764-9009
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $598K assets / 4 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
KJG INVESTMENTS LLC CASH BALANCE PLAN
CashBalance
Assets$475K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
KJG INVESTMENTS LLC 401(K) PLAN
401k
Assets$123K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | KJG INVESTMENTS LLC CASH BALANCE PLAN | CashBalance | $475K | 2 | 2024 | |
| 001 | KJG INVESTMENTS LLC 401(K) PLAN | 401k | $123K | 2 | 2024 |
Retirement plans