How big is JCL Financial Group, LLC's plan?

JCL Financial Group, LLC's plan reported $1.4M in assets and 3 participants for 2024.

Original filing (PDF)20251008065749NAL0002818947001

JCL Financial Group, LLC

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

Form 5500-SF

FILING_RECEIVED

JCL Financial Group 401(k) Retirement Plan

401(k) retirement plan · JCL Financial Group, LLC's JCL Financial Group 401(k) Retirement Plan held $1.4M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

JCL Financial Group, LLC's EIN is 47-2134857.

EIN 47-2134857

Plan number 001

Plan year 2024

ACK ID 20251008065749NAL0002818947001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

JCL Financial 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 JCL FINANCIAL GROUP, 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