PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. JAB USA LLC
Sponsor portfolio

JAB USA LLC

EIN 92-1212508-consumer goods-Latest filing 2025
Plans
2
Retirement
2
$7.5M assets
Welfare
0
Participants
59
155 EAST 56TH STREET, 4TH FLOOR - NEW YORK, NY 10022718-706-7000LinkedIn11-50 employeesconsumer goods
Plans on this EIN
2 filings
#002401k-$3.8M - 20 part#001TraditionalDB-$3.7M - 39 part

Retirement portfolio analytics

2 plans aggregated / $7.5M assets / 59 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • USA LLC 401(K) (#002)50%
  • LLC RETIREMENT TRUST (#001)50%
Total $7.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LLC RETIREMENT TRUST (#001)39
  • USA LLC 401(K) (#002)20
Total 59Click 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

JAB USA LLC 401(K) PLAN

401k

Assets$3.8M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

JAB USA LLC RETIREMENT TRUST

TraditionalDB

Assets$3.7M
Participants39
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002JAB USA LLC 401(K) PLAN401k$3.8M202025
001JAB USA LLC RETIREMENT TRUSTTraditionalDB$3.7M392025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica