How big is JENZ, LLC's plan?

JENZ, LLC's plan reported $711K in assets and 5 participants for 2024.

Original filing (PDF)20250915092208NAL0001205216001

JENZ, LLC

Name: JENZ, LLC — Longbridge Wealth Advisors Profit, Form 5500 (2024)
Creator: JENZ, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Longbridge Wealth Advisors Profit Sharing and 401(k) Plan

401(k) retirement plan · JENZ, LLC's Longbridge Wealth Advisors Profit Sharing and 401(k) Plan held $711K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$711K

Net assets (EOY)

$711K

People on this filing

Anthony Warren signed JENZ, LLC's 2024 Form 5500 as plan administrator.

Anthony Warren — 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

JENZ, LLC's EIN is 27-2124630.

EIN 27-2124630

Plan number 001

Plan year 2024

ACK ID 20250915092208NAL0001205216001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JENZ, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JENZ, LLC'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 JENZ, LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).

Plan sponsor

Name

JENZ, LLC

EIN

all filings

Address

5399 LAUBY ROAD SUITE 115 · NORTH CANTON, OH · 44720

Phone

(330) 433-2840

Industry

Finance & Insurance

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

2025-09-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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