Original filing (PDF)20251007100504NAL0004596257001

JEC FAMILIES, LLC

Name: JEC FAMILIES, LLC — JEC FAMILIES, LLC 401(K) PLAN, Form 5500 (2024)
Creator: JEC FAMILIES, LLC

Form 5500-SF

FILING_RECEIVED

JEC FAMILIES, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$532K

Net assets (EOY)

$532K

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

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 JEC FAMILIES, LLC.

Plan sponsor

Name

JEC FAMILIES, LLC

EIN

26-4218164all filings

Address

4800 N FEDERAL HWY · STE 200D · BOCA RATON, FL · 33431

Phone

(561) 372-0345

Industry

Finance & Insurancesee all

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

2025-10-07

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

CHARLES RIVER PARTNERS INC.

CHARLES RIVER PARTNERS INC. 401(K) PLAN

$532K · 3 participants

CHRIS BULMAN INC. DBA BULMAN WEALTH GROUP

BULMAN WEALTH GROUP 401(K) RETIREMENT PLAN

$532K · 11 participants

JEFF WINTON ASSOCIATES

JEFF WINTON ASSOCIATES 401(K) PLAN

$532K · 6 participants

FALSTAD & ASSOCIATES LLC

FALSTAD & ASSOCIATES 401(K) PLAN

$531K · 6 participants

JLB WEALTH MANAGEMENT GROUP

JLB WEALTH MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN & TRUST

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.