How big is Jetter Wealth Management's plan?

Jetter Wealth Management's plan reported $1.4M in assets and 2 participants for 2024.

Original filing (PDF)20251013133544NAL0001345601001

Jetter Wealth Management

Name: Jetter Wealth Management — Paul D. Jetter Self, Form 5500 (2024)
Creator: Jetter Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Paul D. Jetter Self Employed 401(k) Plan

401(k) retirement plan · Jetter Wealth Management's Paul D. Jetter Self Employed 401(k) Plan held $1.4M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Paul Jetter signed Jetter Wealth Management's 2024 Form 5500 as plan administrator.

Paul Jetter — 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

Jetter Wealth Management's EIN is 26-1495090.

EIN 26-1495090

Plan number 001

Plan year 2024

ACK ID 20251013133544NAL0001345601001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jetter Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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