OpenERISA

J. Frank Associates, LLC

New York, NY, 10017

EIN 13-4072229
Plans
3
Total participants
2,516
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523110
Plan sponsors in New YorkFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500001Joele Frank, Wilkinson Brimmer Katcher 401(K) Profit Sharing Plan232
2024Form 5500003Joele Frank, Wilkinson Brimmer Katcher Vip Plan226
2024Form 5500501J. Frank Associates, LLC Health And Welfare Plan220
2023Form 5500003Joele Frank, Wilkinson Brimmer Katcher Vip Plan168
2023Form 5500501J. Frank Associates, LLC Health And Welfare Plan161
2022Form 5500001Joele Frank, Wilkinson Brimmer Katcher 401(K) Profit Sharing Plan188
2022Form 5500003Joele Frank, Wilkinson Brimmer Katcher Vip Plan187
2022Form 5500501J. Frank Associates, LLC Health And Welfare Plan186
2021Form 5500001Joele Frank, Wilkinson Brimmer Katcher 401(K) Profit Sharing Plan156
2021Form 5500003Joele Frank, Wilkinson Brimmer Katcher Vip Plan159
2021Form 5500501J. Frank Associates, LLC Health And Welfare Plan159
2020Form 5500001Joele Frank, Wilkinson Brimmer Katcher 401(K) Profit Sharing Plan162
2020Form 5500003Joele Frank, Wilkinson Brimmer Katcher Vip Plan148
2020Form 5500501J. Frank Associates, LLC Health And Welfare Plan164

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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