How big is JFS Wealth Advisors, LLC's plan?

JFS Wealth Advisors, LLC's plan reported $18.7M in assets and 90 participants for 2024.

Original filing (PDF)20251013095129NAL0002291394001

JFS Wealth Advisors, LLC

Name: JFS Wealth Advisors, LLC — JFS Wealth Advisors, LLC, Form 5500 (2024)
Creator: JFS Wealth Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JFS Wealth Advisors, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · JFS Wealth Advisors, LLC's JFS Wealth Advisors, LLC 401(k) Profit Sharing Plan held $18.7M in plan assets for 90 participants in 2024.

Active participants

Accounts w/ balance

110

Plan assets (EOY)

$18.7M

Net assets (EOY)

$18.7M

Plan identifiers

JFS Wealth Advisors, LLC's EIN is 26-0580799.

EIN 26-0580799

Plan number 001

Plan year 2024

ACK ID 20251013095129NAL0002291394001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JFS Wealth Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JFS Wealth Advisors, 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 JFS WEALTH ADVISORS, 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