Assets by plan
Share of aggregate retirement assets
53%top
Sponsor portfolio
JKW LLC
EIN 99-0311978Wholesale TradeLatest filing 2024
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
34
3050 UALENA STREET UNIT A - HONOLULU, HI 96819808-783-6888
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M assets / 34 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
JKW LLC 401(K) PLAN AND TRUST
401k
Assets$738K
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
JKW LLC CASH BALANCE PLAN
CashBalance
Assets$649K
Participants13
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 | JKW LLC 401(K) PLAN AND TRUST | 401k | $738K | 21 | 2024 | |
| 002 | JKW LLC CASH BALANCE PLAN | CashBalance | $649K | 13 | 2024 |
Retirement plans