How big is Jfoster & Associates LLC's plan?

Jfoster & Associates LLC's plan reported $1.4M in assets and 37 participants for 2025.

Original filing (PDF)20260415154227NAL0020055601001

Jfoster & Associates LLC

Name: Jfoster & Associates LLC — Jfoster & Associates LLC, Form 5500 (2025)
Creator: Jfoster & Associates LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jfoster & Associates LLC 401(k) Plan

401(k) retirement plan · Jfoster & Associates LLC's Jfoster & Associates LLC 401(k) Plan held $1.4M in plan assets for 37 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Jfoster & Associates LLC's EIN is 47-3466033.

EIN 47-3466033

Plan number 001

Plan year 2025

ACK ID 20260415154227NAL0020055601001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jfoster & Associates LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Jfoster & Associates LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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