How big is Jacob Wegner Enterprises, LLC's plan?

Jacob Wegner Enterprises, LLC's plan reported $163K in assets and 13 participants for 2024.

Original filing (PDF)20250710195216NAL0004257795001

Jacob Wegner Enterprises, LLC

Name: Jacob Wegner Enterprises, LLC — JW Retirement Plan, Form 5500 (2024)
Creator: Jacob Wegner Enterprises, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JW Retirement Plan

401(k) retirement plan · Jacob Wegner Enterprises, LLC's JW Retirement Plan held $163K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$163K

Net assets (EOY)

$163K

People on this filing

CHAD Carroll signed Jacob Wegner Enterprises, LLC's 2024 Form 5500 as plan administrator.

CHAD Carroll — 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

Jacob Wegner Enterprises, LLC's EIN is 27-2136719.

EIN 27-2136719

Plan number 001

Plan year 2024

ACK ID 20250710195216NAL0004257795001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Jacob Wegner Enterprises, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JACOB WEGNER ENTERPRISES, 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