How big is The Jelmberg Team's plan?

The Jelmberg Team's plan reported $632K in assets and 6 participants for 2024.

Original filing (PDF)20250930133401NAL0005518483001

The Jelmberg Team

Name: The Jelmberg Team — The Jelmberg Team 401(k) Plan &, Form 5500 (2024)
Creator: The Jelmberg Team
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Jelmberg Team 401(k) Plan & Trust

401(k) retirement plan · The Jelmberg Team's The Jelmberg Team 401(k) Plan & Trust held $632K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$632K

Net assets (EOY)

$632K

People on this filing

JOSH Jelmberg signed The Jelmberg Team's 2024 Form 5500 as plan administrator.

JOSH Jelmberg — 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

The Jelmberg Team's EIN is 27-4378299.

EIN 27-4378299

Plan number 001

Plan year 2024

ACK ID 20250930133401NAL0005518483001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Jelmberg Team from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Jelmberg Team's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE JELMBERG TEAM.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

THE JELMBERG TEAM

EIN

all filings

Address

39575 WASHINGTON STREET, SUITE #105 · PALM DESERT, CA · 92211

Phone

(760) 367-7253

Industry

Real Estate

Plan administrator