Original filing (PDF)20250521094639NAL0001723569001

JACKSONVILLE WEALTH ADVISORS LLC

Name: JACKSONVILLE WEALTH ADVISORS LLC — H LEE LITTLE JR MBA CFP 401(K) QRP PLAN, Form 5500 (2023)
Creator: JACKSONVILLE WEALTH ADVISORS LLC

Form 5500-SF

FILING_RECEIVED

H LEE LITTLE JR MBA CFP 401(K) QRP PLAN

401(k) retirement plan

Signals · 2

Late filing · 6.2 moHigh average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$413K

Net assets (EOY)

$413K

Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 6.2 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

JACKSONVILLE WEALTH ADVISORS LLC

EIN

20-5319968

Address

3840 BELFORT RD STE 103 · JACKSONVILLE, FL · 322168208

Phone

(904) 296-7526

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2025-05-21

Pension benefit codes

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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