Assets by plan
Share of aggregate retirement assets
Filings through .
KJG Investments LLC
EIN 92-0864150Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$946K assets
Health & Benefits
0
Participants
4
4 DOVER LANE - KENNEBUNKPORT, ME 04046978-764-9009
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $946K assets / 4 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
KJG INVESTMENTS LLC CASH BALANCE PLAN
Cash balance
Assets$731K
Participants2
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
KJG INVESTMENTS LLC 401(K) PLAN
401(k)
Assets$215K
Participants2
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | KJG INVESTMENTS LLC CASH BALANCE PLAN | Cash balance | $731K | 2 | 2025 |
| #001 | KJG INVESTMENTS LLC 401(K) PLAN | 401(k) | $215K | 2 | 2025 |
- #002 · Cash balance · 20252
- #001 · 401(k) · 20252
Retirement plans