How big is Jordan Woolbright & Associates' plan?

Jordan Woolbright & Associates' plan reported $954K in assets and 9 participants for 2025.

Original filing (PDF)20260512080235NAL0005408771001

Jordan Woolbright & Associates

Name: Jordan Woolbright & Associates — Jordan Woolbright &, Form 5500 (2025)
Creator: Jordan Woolbright & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jordan Woolbright & Associates 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Jordan Woolbright & Associates' Jordan Woolbright & Associates 401(k) Profit Sharing Plan & Trust held $954K in plan assets for 9 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$954K

Net assets (EOY)

$954K

People on this filing

Jordan Woolbright & Associates P.A. signed Jordan Woolbright & Associates' 2025 Form 5500 as plan administrator.

Jordan Woolbright & Associates P.A. — 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

Jordan Woolbright & Associates' EIN is 20-5142929.

EIN 20-5142929

Plan number 001

Plan year 2025

ACK ID 20260512080235NAL0005408771001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jordan Woolbright & Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Jordan Woolbright & Associates' 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 JORDAN WOOLBRIGHT & ASSOCIATES.

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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

Knocking points off