How big is JW Coons Advisors LLC's plan?

JW Coons Advisors LLC's plan reported $510K in assets and 8 participants for 2024.

Original filing (PDF)20250528152820NAL0006712193001

JW Coons Advisors LLC

Name: JW Coons Advisors LLC — JW Coons Advisors LLC, Form 5500 (2024)
Creator: JW Coons Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JW Coons Advisors LLC - 401(k)

401(k) retirement plan · JW Coons Advisors LLC's JW Coons Advisors LLC - 401(k) held $510K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$510K

Net assets (EOY)

$510K

People on this filing

Robert Hoffman signed JW Coons Advisors LLC's 2024 Form 5500 as plan administrator.

Robert Hoffman — 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

JW Coons Advisors LLC's EIN is 41-2107570.

EIN 41-2107570

Plan number 001

Plan year 2024

ACK ID 20250528152820NAL0006712193001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JW Coons Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JW Coons Advisors 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 JW COONS ADVISORS 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