How big is Jessup Wealth Management's plan?

Jessup Wealth Management's plan reported $926K in assets and 13 participants for 2025.

Original filing (PDF)20260422093439NAL0001879923004

Jessup Wealth Management

Name: Jessup Wealth Management — Jessup Wealth Management, Form 5500 (2025)
Creator: Jessup Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jessup Wealth Management, Inc. 401(k) Retirement Plan

401(k) retirement plan · Jessup Wealth Management's Jessup Wealth Management, Inc. 401(k) Retirement Plan held $926K in plan assets for 13 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$926K

Net assets (EOY)

$926K

People on this filing

Jeremy J. Schira signed Jessup Wealth Management's 2025 Form 5500 as plan administrator.

Jeremy J. Schira — 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

Jessup Wealth Management's EIN is 27-2058327.

EIN 27-2058327

Plan number 001

Plan year 2025

ACK ID 20260422093439NAL0001879923004

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jessup Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Jessup Wealth Management's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

Finding similar companies…

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