How big is The Jupiter Research Foundation's plan?

The Jupiter Research Foundation's plan reported $1.2M in assets and 1 participants for 2024.

Original filing (PDF)20250625145540NAL0019573314001

The Jupiter Research Foundation

Name: The Jupiter Research Foundation — The Jupiter, Form 5500 (2024)
Creator: The Jupiter Research Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Jupiter Research Foundation Retirement Trust

401(k) retirement plan · The Jupiter Research Foundation's The Jupiter Research Foundation Retirement Trust held $1.2M in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Bruce Kamolnick signed The Jupiter Research Foundation's 2024 Form 5500 as plan administrator.

Bruce Kamolnick — 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

The Jupiter Research Foundation's EIN is 20-0513215.

EIN 20-0513215

Plan number 001

Plan year 2024

ACK ID 20250625145540NAL0019573314001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Jupiter Research Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Jupiter Research Foundation's 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 THE JUPITER RESEARCH FOUNDATION.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Plan sponsor

Name

THE JUPITER RESEARCH FOUNDATION

EIN

all filings

Address

PO BOX 1825 · RANCHO MIRAGE, CA · 922701059

Phone

(650) 947-9920

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator