How big is JAKE Paltzer Financial Services, LLC's plan?

JAKE Paltzer Financial Services, LLC's plan reported $1.2M in assets and 2 participants for 2025.

Original filing (PDF)20260309175210NAL0002995314001

JAKE Paltzer Financial Services, LLC

Name: JAKE Paltzer Financial Services, LLC — Paltzer, Form 5500 (2025)
Creator: JAKE Paltzer Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Paltzer Financial Services 401(k) Retirement Plan

401(k) retirement plan · JAKE Paltzer Financial Services, LLC's Paltzer Financial Services 401(k) Retirement Plan held $1.2M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

JAKE Paltzer signed JAKE Paltzer Financial Services, LLC's 2025 Form 5500 as plan administrator.

JAKE Paltzer — 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

JAKE Paltzer Financial Services, LLC's EIN is 45-4102188.

EIN 45-4102188

Plan number 001

Plan year 2025

ACK ID 20260309175210NAL0002995314001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for JAKE Paltzer Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

JAKE Paltzer Financial Services, LLC's plan includes a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAKE PALTZER FINANCIAL SERVICES, 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