Original filing (PDF)20250730070527NAL0001752595001

JCE FINANCIAL GROUP, LLC

Name: JCE FINANCIAL GROUP, LLC — JCE FINANCIAL GROUP, LLC 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JCE FINANCIAL GROUP, LLC

Form 5500-SF

FILING_RECEIVED

JCE FINANCIAL GROUP, LLC 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$666K

Net assets (EOY)

$666K

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).

Decision-maker contacts

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

Plan sponsor

Name

JCE FINANCIAL GROUP, LLC

EIN

20-5619141all filings

Address

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

Phone

(216) 241-5840

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