How big is Jetter Wealth Management's plan?

Jetter Wealth Management's plan reported $937K in assets and 2 participants for 2024.

Original filing (PDF)20251013133341NAL0003055426001

Jetter Wealth Management

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

Form 5500-SF

FILING_RECEIVED

Jetter Wealth Management Cash Balance Plan

Defined-benefit pension plan · Jetter Wealth Management's Jetter Wealth Management Cash Balance Plan held $937K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$937K

Net assets (EOY)

$937K

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 002

Plan year 2024

ACK ID 20251013133341NAL0003055426001

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 a cash-balance formula, a defined-benefit pension formula.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score