Original filing (PDF)20250520075542NAL0001791779001

JB3 ENTERPRISES INC

Name: JB3 ENTERPRISES INC — THE JAY SCHMIDT GROUP OF KELLER-WILLIAMS 401(K) PLAN, Form 5500 (2024)
Creator: JB3 ENTERPRISES INC

Form 5500-SF

FILING_RECEIVED

THE JAY SCHMIDT GROUP OF KELLER-WILLIAMS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$394K

Net assets (EOY)

$394K

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).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JB3 ENTERPRISES INC.

Plan sponsor

Name

JB3 ENTERPRISES INC

EIN

47-3237678all filings

Address

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

Phone

(262) 770-8574

Industry