Original filing (PDF)20250123090905NAL0011456930001

CRAIG JEFFRIES WEALTH MANAGEMENT GROUP LLC

Name: CRAIG JEFFRIES WEALTH MANAGEMENT GROUP LLC — CRAIG JEFFRIES WEALTH MANAGEMENT 401(K) PLAN, Form 5500 (2024)
Creator: CRAIG JEFFRIES WEALTH MANAGEMENT GROUP LLC

Form 5500-SF

FILING_RECEIVED

CRAIG JEFFRIES WEALTH MANAGEMENT 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$760K

Net assets (EOY)

$760K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CRAIG JEFFRIES WEALTH MANAGEMENT GROUP LLC.

Plan sponsor

Name

CRAIG JEFFRIES WEALTH MANAGEMENT GROUP LLC

EIN

47-2160551all filings

Address

1055 SE OCEAN BLVD · STUART, FL · 34996

Phone

(772) 210-2651

Industry

Finance & Insurancesee all

Plan administrator