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  1. Companies/
  2. Kerry Joyce & Associates
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Kerry Joyce & Associates

EIN 95-4087794-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
4
Retirement
3
$6.2M assets
Health & Benefits
1
Participants
73
2900 ROWENA AVE - LOS ANGELES, CA 900392042323-660-4442
Plans on this EIN
4 filings
#002Traditional DB-$3.4M - 24 part#001Profit-sharing-$2.0M - 28 part#003401(k)-$762K - 21 part#001Self-funded-0 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

3 plans aggregated / $6.2M assets / 73 participants

Assets by plan

Share of aggregate retirement assets

  • DEFINED BENEFIT PENSION (#002)$3.4M
  • PROFIT SHARING PLAN (#001)$2.0M
  • PLAN & TRUST (#003)$762K
Total $6.2MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)28
  • DEFINED BENEFIT PENSION (#002)24
  • PLAN & TRUST (#003)21
Total 73Select a row to open it

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

KERRY JOYCE ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN

Traditional DB

Assets$3.4M
Participants24
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

KERRY JOYCE ASSOCIATES, INC. PROFIT SHARING PLAN

Profit-sharing

Assets$2.0M
Participants28
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

KERRY JOYCE & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST

401(k)

Assets$762K
Participants21
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#001

KERRY JOYCE ASSOCIATES, INC. PROFIT SHARING PLAN

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

3 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002KERRY JOYCE ASSOCIATES, INC. DEFINED BENEFIT PENSION PLANTraditional DB$3.4M242024
#001KERRY JOYCE ASSOCIATES, INC. PROFIT SHARING PLANProfit-sharing$2.0M282024
#003KERRY JOYCE & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST401(k)$762K212025
  • KERRY JOYCE ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN$3.4M
    #002 · Traditional DB · 202424
  • KERRY JOYCE ASSOCIATES, INC. PROFIT SHARING PLAN$2.0M
    #001 · Profit-sharing · 202428
  • KERRY JOYCE & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST$762K
    #003 · 401(k) · 202521

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#001KERRY JOYCE ASSOCIATES, INC. PROFIT SHARING PLANSelf-funded-$002025
  • KERRY JOYCE ASSOCIATES, INC. PROFIT SHARING PLAN$0
    #001 · Self-funded · 20250
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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