How big is Jackson HOLE Trust Company's plan?

Jackson HOLE Trust Company's plan reported $59K in assets and 4 participants for 2024.

Original filing (PDF)20250609124617NAL0012300115001

Jackson HOLE Trust Company

Name: Jackson HOLE Trust Company — Form 5500 (2024)
Creator: Jackson HOLE Trust Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Jackson HOLE Trust Company held $59K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$59K

Net assets (EOY)

$59K

People on this filing

Shirley Horner signed Jackson HOLE Trust Company's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Jackson HOLE Trust Company's EIN is 27-5445666.

EIN 27-5445666

Plan number 001

Plan year 2024

ACK ID 20250609124617NAL0012300115001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jackson HOLE Trust Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jackson HOLE Trust Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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.

Plan sponsor

Name

JACKSON HOLE TRUST COMPANY

EIN

all filings

Address

11661 SAN VICENTE BLVD · STE 220 · LOS ANGELES, CA · 90049

Phone

(310) 826-5333

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

2025-06-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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