How big is Jumbo Capital Incorporated's plan?

Jumbo Capital Incorporated's plan reported $2.4M in assets and 30 participants for 2025.

Original filing (PDF)20260428095642NAL0005436755001

Jumbo Capital Incorporated

Name: Jumbo Capital Incorporated — Jumbo Capital Inc., Form 5500 (2025)
Creator: Jumbo Capital Incorporated
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jumbo Capital Inc. 401(k) Plan

401(k) retirement plan · Jumbo Capital Incorporated's Jumbo Capital Inc. 401(k) Plan held $2.4M in plan assets for 30 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Danielle Heaps signed Jumbo Capital Incorporated's 2025 Form 5500 as plan administrator.

Danielle Heaps — 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

Jumbo Capital Incorporated's EIN is 27-0380898.

EIN 27-0380898

Plan number 001

Plan year 2025

ACK ID 20260428095642NAL0005436755001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jumbo Capital Incorporated from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Jumbo Capital Incorporated'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 JUMBO CAPITAL INCORPORATED.

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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