· 2022–2024 · DOL EFAST2

Jauert & Burton, LLP — Jauert & Burton 401(k), Form 5500 (2024)

Original filing (PDF)20250412120154NAL0047264546001

Jauert & Burton, LLP

Form 5500-SF

FILING_RECEIVED

Jauert & Burton 401(k)

401(k) retirement plan · Jauert & Burton, LLP's Jauert & Burton 401(k) held $1.6M in plan assets for 10 participants in 2024.

Active participants

10

Accounts w/ balance

8

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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

56

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (18th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

JAUERT & BURTON, LLP

EIN

26-3065316all filings

Address

PO BOX 1957 · WAPAKONETA, OH · 45895

Phone

(419) 738-9274

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-12

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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