How big is JVT Advisors' plan?

JVT Advisors' plan reported $8.5M in assets and 65 participants for 2024.

Original filing (PDF)20250620044208NAL0003631697001

JVT Advisors

Name: JVT Advisors — JVT Advisors 401(k) Plan, Form 5500 (2024)
Creator: JVT Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JVT Advisors 401(k) Plan

401(k) retirement plan · JVT Advisors' JVT Advisors 401(k) Plan held $8.5M in plan assets for 65 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.5M

Net assets (EOY)

$8.5M

Plan identifiers

JVT Advisors' EIN is 04-3387517.

EIN 04-3387517

Plan number 001

Plan year 2024

ACK ID 20250620044208NAL0003631697001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JVT Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JVT Advisors' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

JVT ADVISORS

EIN

all filings

Address

35 NEW ENGLAND BUSINESS CENTER · ANDOVER, MA · 018101076

Phone

(978) 557-7105

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-20

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

Microtechnologies LLC

Microtechnologies LLC 401(k) Profit Sharing Plan & Trust

$8.5M · 99 participants

Specialty Managers Group, LLC

Specialty Managers Group, LLC Profit Sharing Plan & Trust

$8.5M · 5 participants

Liberty Consulting Group

The Liberty Consulting Group 401(k) Profit Sharing Plan

$8.5M · 5 participants

Gabel Associates Inc.

Gabel Associates Inc. Profit Sharing and 401(k) Plan

$8.5M · 36 participants

Meritage Healthcare, LLC

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.