Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
JSF FINANCIAL LLC
EIN 95-4567899financial servicesLatest filing 2025
Plans
2
Retirement
2
$11.8M assets
Welfare
0
Participants
48
6300 WILSHIRE BLVD., SUITE 2100 - LOS ANGELES, CA 90048323-866-0833jsffinancial.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $11.8M assets / 48 participantsParticipants 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#001
JSF FINANCIAL LLC 401(K) PROFIT SHARING PLAN
401k
Assets$8.7M
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JSF FINANCIAL LLC CASH BALANCE PLAN
CashBalance
Assets$3.1M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JSF FINANCIAL LLC 401(K) PROFIT SHARING PLAN | 401k | $8.7M | 29 | 2025 | |
| 002 | JSF FINANCIAL LLC CASH BALANCE PLAN | CashBalance | $3.1M | 19 | 2025 |
Retirement plans