· 2022–2024 · DOL EFAST2

JEB BUSH and Associates, LLC — JEB BUSH and, Form 5500 (2025)

Original filing (PDF)20260424132401NAL0003203939001

JEB BUSH and Associates, LLC

Form 5500-SF

FILING_RECEIVED

JEB BUSH and Associates, LLC 401(k) Plan

401(k) retirement plan · JEB BUSH and Associates, LLC's JEB BUSH and Associates, LLC 401(k) Plan held $450K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

3

Accounts w/ balance

2

Plan assets (EOY)

$450K

Net assets (EOY)

$450K

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

71

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JEB BUSH AND ASSOCIATES, LLC.

Plan sponsor

Name

JEB BUSH AND ASSOCIATES, LLC

EIN

20-8492304all filings

Address

THE BILTMORE HOTEL AND CONFERENCE C · 1200 ANASTASIA AVENUE, STE 500 · CORAL GABLES, FL · 33134

Phone

(305) 416-2626

Industry

Admin Support & Waste Mgmt

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-24

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Admin Support & Waste Mgmt plans

Whippersnap Inc.

Whippersnap Inc. 401(k) Profit Sharing Plan & Trust

$449K · 19 participants

Food Specialists, Inc.

Food Specialists, Inc. 401(k) Plan

$449K · 33 participants

James V. Kimsey, a SOLE Proprietor

James V. Kimsey, a SOLE Proprietor Savings & Retirement Plan

$449K · 3 participants

New York Beacon, Inc.

NY Beacon 401(k) Plan

$451K · 14 participants

American Standard Roofing LLC

American Standard Roofing LLC 401(k) Profit Sharing Plan & Trust

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.