How big is JRB Wealth Management's plan?

JRB Wealth Management's plan reported $942K in assets and 6 participants for 2025.

Original filing (PDF)20260430164713NAL0000109155001

JRB Wealth Management

Name: JRB Wealth Management — JRB Wealth Management 401(k), Form 5500 (2025)
Creator: JRB Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JRB Wealth Management 401(k) Plan

401(k) retirement plan · JRB Wealth Management's JRB Wealth Management 401(k) Plan held $942K in plan assets for 6 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$942K

Net assets (EOY)

$942K

People on this filing

DEB Osifat signed JRB Wealth Management's 2025 Form 5500 as plan administrator.

DEB Osifat — 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

JRB Wealth Management's EIN is 22-3274771.

EIN 22-3274771

Plan number 001

Plan year 2025

ACK ID 20260430164713NAL0000109155001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for JRB Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

JRB Wealth Management's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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