What public Form 5500 filings show about the JPL Wealth Management LLC 401(k) plan — and how to find and check your own account.
JPL Wealth Management LLC (EIN 93-4042149) reports JPL WEALTH MANAGEMENT LLC 401(K) PLAN on its most recent Form 5500, with $764K in plan assets across 6 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full JPL Wealth Management LLC filing — schedules, fees, and providers.
JPL Wealth Management LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask JPL Wealth Management LLCHR for the recordkeeper’s name and login.
