How big is JCE Financial Group, LLC's plan?

JCE Financial Group, LLC's plan reported $666K in assets and 25 participants for 2024.

Original filing (PDF)20250730070527NAL0001752595001

JCE Financial Group, LLC

Name: JCE Financial Group, LLC — JCE Financial Group, LLC, Form 5500 (2024)
Creator: JCE Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JCE Financial Group, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · JCE Financial Group, LLC's JCE Financial Group, LLC 401(k) Profit Sharing Plan held $666K in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$666K

Net assets (EOY)

$666K

People on this filing

Anthony Warren signed JCE Financial Group, LLC's 2024 Form 5500 as plan administrator.

Anthony Warren — 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

JCE Financial Group, LLC's EIN is 20-5619141.

EIN 20-5619141

Plan number 001

Plan year 2024

ACK ID 20250730070527NAL0001752595001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JCE Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JCE Financial Group, LLC'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 JCE FINANCIAL GROUP, 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

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 (86th percentile).

Plan sponsor

Name

JCE FINANCIAL GROUP, LLC

EIN

all filings

Address

950 MAIN AVE. · SUITE 600 · CLEVELAND, OH · 44113

Phone

(216) 241-5840

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator