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Sponsor portfolio

KERRY JOYCE & ASSOCIATES

EIN 95-4087794-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
4
Retirement
3
$6.2M assets
Welfare
1
Participants
73
2900 ROWENA AVE - LOS ANGELES, CA 900392042323-660-4442
Plans on this EIN
4 filings
#002TraditionalDB-$3.4M - 24 part#001ProfitSharing-$2.0M - 28 part#003401k-$762K - 21 part#001Self Funded-0 lives

Retirement portfolio analytics

3 plans aggregated / $6.2M assets / 73 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • DEFINED BENEFIT PENSION (#002)56%
  • PROFIT SHARING PLAN (#001)32%
  • PLAN & TRUST (#003)12%
Total $6.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)28
  • DEFINED BENEFIT PENSION (#002)24
  • PLAN & TRUST (#003)21
Total 73Click 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

KERRY JOYCE ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$3.4M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

KERRY JOYCE ASSOCIATES, INC. PROFIT SHARING PLAN

ProfitSharing

Assets$2.0M
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

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

401k

Assets$762K
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#001

KERRY JOYCE ASSOCIATES, INC. PROFIT SHARING PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002KERRY JOYCE ASSOCIATES, INC. DEFINED BENEFIT PENSION PLANTraditionalDB$3.4M242024
001KERRY JOYCE ASSOCIATES, INC. PROFIT SHARING PLANProfitSharing$2.0M282024
003KERRY JOYCE & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST401k$762K212025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
001KERRY JOYCE ASSOCIATES, INC. PROFIT SHARING PLANSelf Funded-$002025
Retirement plans
Welfare plans
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