How big is JB3 Enterprises Inc.'s plan?

JB3 Enterprises Inc.'s plan reported $394K in assets and 6 participants for 2024.

Original filing (PDF)20250520075542NAL0001791779001

JB3 Enterprises Inc.

Name: JB3 Enterprises Inc. — The Jay Schmidt Group of, Form 5500 (2024)
Creator: JB3 Enterprises Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Jay Schmidt Group of Keller-Williams 401(k) Plan

401(k) retirement plan · JB3 Enterprises Inc.'s The Jay Schmidt Group of Keller-Williams 401(k) Plan held $394K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$394K

Net assets (EOY)

$394K

People on this filing

CHAD Carroll signed JB3 Enterprises Inc.'s 2024 Form 5500 as plan administrator.

CHAD Carroll — 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

JB3 Enterprises Inc.'s EIN is 47-3237678.

EIN 47-3237678

Plan number 001

Plan year 2024

ACK ID 20250520075542NAL0001791779001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JB3 Enterprises Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JB3 Enterprises Inc.'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 JB3 ENTERPRISES INC.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

JB3 ENTERPRISES INC

EIN

all filings

Address

4837 N. OAKLAND AVENUE · WHITEFISH BAY, WI · 53217

Phone

(262) 770-8574

Industry

Real Estate

Plan administrator