How big is JAG Holdings Group LLC's plan?

JAG Holdings Group LLC's plan reported $1.6M in assets and 44 participants for 2024.

Original filing (PDF)20250701111150NAL0012080737001

JAG Holdings Group LLC

Name: JAG Holdings Group LLC — Form 5500 (2024)
Creator: JAG Holdings Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · JAG Holdings Group LLC held $1.6M in plan assets for 44 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Shirley Horner signed JAG Holdings Group LLC'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

JAG Holdings Group LLC's EIN is 46-2289801.

EIN 46-2289801

Plan number 001

Plan year 2024

ACK ID 20250701111150NAL0012080737001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JAG Holdings Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JAG Holdings Group 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 JAG HOLDINGS GROUP LLC.

Finding similar companies…

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

JAG HOLDINGS GROUP LLC

EIN

all filings

Address

25 W CEDAR ST · SUITE 515 · PENSACOLA, FL · 32502

Phone

(850) 517-5129

Industry

Professional & Technical Services

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

2025-07-01

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

Related plans

Similar-size Professional & Technical Services plans

The Projex Group, LLC

The Projex Group, LLC 401(k) Plan

$1.6M · 6 participants

Adler Kristjan PC

Adler Kristjan, PC Defined Benefit Plan

$1.6M · 2 participants

Nextfed, Inc.

Nextfed, Inc. Pension Plan

$1.6M · 21 participants

FI-Med Management Inc.

FI-Med Management Retirement Savings Plan

$1.6M · 26 participants

RTI Consultants, Inc.

RTI Consultants, Inc. 401(k) Profit Sharing Plan a

$1.6M · 5 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.