How big is Jupiter Asset Management US LLC's plan?

Jupiter Asset Management US LLC's plan reported $526K in assets and 1 participants for 2023.

Original filing (PDF)20241016124557NAL0015824531001

Jupiter Asset Management US LLC

Name: Jupiter Asset Management US LLC — Jupiter Asset, Form 5500 (2023)
Creator: Jupiter Asset Management US LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jupiter Asset Management US LLC 401(k) Plan

401(k) retirement plan · Jupiter Asset Management US LLC's Jupiter Asset Management US LLC 401(k) Plan held $526K in plan assets for 1 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$526K

Net assets (EOY)

$526K

People on this filing

Alexander Plimmer signed Jupiter Asset Management US LLC's 2023 Form 5500 as plan administrator.

Alexander Plimmer — 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

Jupiter Asset Management US LLC's EIN is 37-1966276.

EIN 37-1966276

Plan number 001

Plan year 2023

ACK ID 20241016124557NAL0015824531001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Jupiter Asset Management US LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Jupiter Asset Management US 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 JUPITER ASSET MANAGEMENT US 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 (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

JUPITER ASSET MANAGEMENT US LLC

EIN

all filings

Address

1756 PLATTE STREET · DENVER, CO · 802026137

Phone

(203) 817-1348

Industry

Finance & Insurance

Plan administrator