How big is JK Investment Group's plan?

JK Investment Group's plan reported $1.8M in assets for 2025.

Original filing (PDF)20260421125245NAL0002496753001

JK Investment Group

Name: JK Investment Group — JK Investment Group 401(k), Form 5500 (2025)
Creator: JK Investment Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JK Investment Group 401(k) Plan

401(k) retirement plan · JK Investment Group's JK Investment Group 401(k) Plan reported $1.8M in plan assets in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Brian Kerber signed JK Investment Group's 2025 Form 5500 as plan administrator.

Brian Kerber — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

JK Investment Group's EIN is 01-0569846.

EIN 01-0569846

Plan number 001

Plan year 2025

ACK ID 20260421125245NAL0002496753001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for JK Investment Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

JK Investment Group's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JK INVESTMENT GROUP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score