Original filing (PDF)20250527125451NAL0006044913001

JW-CIN, INC. (RAYMOND JAMES FINANCIAL SERVICES, INC. DBA)

Name: JW-CIN, INC. (RAYMOND JAMES FINANCIAL SERVICES, INC. DBA) — JW-CIN, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JW-CIN, INC. (RAYMOND JAMES FINANCIAL SERVICES, INC. DBA)

Form 5500-SF

FILING_RECEIVED

JW-CIN, INC. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JW-CIN, INC. (RAYMOND JAMES FINANCIAL SERVICES, INC. DBA).

Plan sponsor

Name

JW-CIN, INC. (RAYMOND JAMES FINANCIAL SERVICES, INC. DBA)

EIN

31-1440239

Address

8041 HOSBROOK ROAD, SUITE 416 · CINCINNATI, OH · 45236

Phone

(513) 793-1990

Industry

Finance & Insurancesee all

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

2025-05-27

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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