How big is Jay A. Theis' plan?

Jay A. Theis' plan reported $400K in assets and 9 participants for 2024.

Original filing (PDF)20250731101713NAL0012884962001

Jay A. Theis

Name: Jay A. Theis — Jay A. Theis 401(k) Plan, Form 5500 (2024)
Creator: Jay A. Theis
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jay A. Theis 401(k) Plan

401(k) retirement plan · Jay A. Theis' Jay A. Theis 401(k) Plan held $400K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$400K

Net assets (EOY)

$400K

Plan identifiers

Jay A. Theis' EIN is 20-5936362.

EIN 20-5936362

Plan number 001

Plan year 2024

ACK ID 20250731101713NAL0012884962001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jay A. Theis from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jay A. Theis' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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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