How big is Jasen Wealth Advisors, LLC's plan?

Jasen Wealth Advisors, LLC's plan reported $3.3M in assets and 13 participants for 2024.

Original filing (PDF)20251014142803NAL0006423922001

Jasen Wealth Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Jasen Wealth Advisors, LLC Retirement Savings Plan

401(k) retirement plan · Jasen Wealth Advisors, LLC's Jasen Wealth Advisors, LLC Retirement Savings Plan held $3.3M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

SARA KAHL signed Jasen Wealth Advisors, LLC's 2024 Form 5500 as plan administrator.

SARA KAHL — 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

Jasen Wealth Advisors, LLC's EIN is 47-1563414.

EIN 47-1563414

Plan number 001

Plan year 2024

ACK ID 20251014142803NAL0006423922001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Jasen Wealth 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 JASEN WEALTH ADVISORS, LLC.

Finding similar companies…

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

Knocking points off