Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CARRIER JOHNSON
EIN 95-3138414architecture & planningLatest filing 2024
Plans
2
Retirement
2
$14.2M assets
Welfare
0
Participants
243
185 WEST F STREET, SUITE 500 - SAN DIEGO, CA 92101619-239-2353carrierjohnson.comLinkedIn51-200 employeesarchitecture & planning
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $14.2M assets / 243 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
66%top
- (Not disclosed)66%
- NEWPORT GROUP, INC.34%
Participants 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#003
CARRIER JOHNSON EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$9.4M
Participants120
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CARRIER JOHNSON 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$4.8M
Participants123
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | CARRIER JOHNSON EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $9.4M | 120 | 2024 | |
| 002 | CARRIER JOHNSON 401(K) RETIREMENT SAVINGS PLAN | 401k | $4.8M | 123 | 2024 |
Retirement plans