How big is Jonathan Convery LLC's plan?

Jonathan Convery LLC's plan reported $773K in assets and 8 participants for 2024.

Original filing (PDF)20250608121431NAL0023450704001

Jonathan Convery LLC

Name: Jonathan Convery LLC — Jonathan Convery LLC 401(k), Form 5500 (2024)
Creator: Jonathan Convery LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jonathan Convery LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Jonathan Convery LLC's Jonathan Convery LLC 401(k) Profit Sharing Plan & Trust held $773K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$773K

Net assets (EOY)

$773K

People on this filing

Jonathan Convery signed Jonathan Convery LLC's 2024 Form 5500 as plan administrator.

Jonathan Convery — 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

Jonathan Convery LLC's EIN is 46-3151547.

EIN 46-3151547

Plan number 001

Plan year 2024

ACK ID 20250608121431NAL0023450704001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Jonathan Convery LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JONATHAN CONVERY 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