How big is Craig Jeffries Wealth Management Group LLC's plan?

Craig Jeffries Wealth Management Group LLC's plan reported $760K in assets and 2 participants for 2024.

Original filing (PDF)20250123090905NAL0011456930001

Craig Jeffries Wealth Management Group LLC

Name: Craig Jeffries Wealth Management Group LLC — Form 5500 Plan 001 (2024)
Creator: Craig Jeffries Wealth Management Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Craig Jeffries Wealth Management 401(k) Plan

401(k) retirement plan · Craig Jeffries Wealth Management Group LLC's Craig Jeffries Wealth Management 401(k) Plan held $760K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$760K

Net assets (EOY)

$760K

People on this filing

Jessica Wilson signed Craig Jeffries Wealth Management Group LLC's 2024 Form 5500 as plan administrator.

Jessica Wilson — 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

Craig Jeffries Wealth Management Group LLC's EIN is 47-2160551.

EIN 47-2160551

Plan number 001

Plan year 2024

ACK ID 20250123090905NAL0011456930001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Craig Jeffries Wealth Management Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Craig Jeffries Wealth Management 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 CRAIG JEFFRIES WEALTH MANAGEMENT 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

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).

Plan sponsor

Name

CRAIG JEFFRIES WEALTH MANAGEMENT GROUP LLC

EIN

all filings

Address

1055 SE OCEAN BLVD · STUART, FL · 34996

Phone

(772) 210-2651

Industry

Finance & Insurance

Plan administrator