How big is JEFF Deleone & Associates, LLC's plan?

JEFF Deleone & Associates, LLC's plan reported $2.6M in assets and 2 participants for 2024.

Original filing (PDF)20250820161201NAL0001662275001

JEFF Deleone & Associates, LLC

Name: JEFF Deleone & Associates, LLC — JEFF Deleone &, Form 5500 (2024)
Creator: JEFF Deleone & Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JEFF Deleone & Associates, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · JEFF Deleone & Associates, LLC's JEFF Deleone & Associates, LLC 401(k) Profit Sharing Plan held $2.6M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan identifiers

JEFF Deleone & Associates, LLC's EIN is 04-3595813.

EIN 04-3595813

Plan number 001

Plan year 2024

ACK ID 20250820161201NAL0001662275001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JEFF Deleone & Associates, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JEFF Deleone & Associates, LLC's plan includes profit-sharing, 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 JEFF DELEONE & ASSOCIATES, LLC.

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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