How big is JEP Management, Inc.'s plan?

JEP Management, Inc.'s plan reported $4.5M in assets and 6 participants for 2024.

Original filing (PDF)20250513083543NAL0040218834001

JEP Management, Inc.

Name: JEP Management, Inc. — JEP Management, Inc. 401(k), Form 5500 (2024)
Creator: JEP Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JEP Management, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · JEP Management, Inc.'s JEP Management, Inc. 401(k) Profit Sharing Plan held $4.5M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

Plan identifiers

JEP Management, Inc.'s EIN is 48-1267212.

EIN 48-1267212

Plan number 001

Plan year 2024

ACK ID 20250513083543NAL0040218834001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

JEP Management, Inc.'s plan includes 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 JEP MANAGEMENT, 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 average account balance (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

JEP MANAGEMENT, INC.

EIN

all filings

Address

100 SMITH RANCH ROAD, SUITE 325 · SAN RAFAEL, CA · 94903

Phone

(415) 491-0901

Industry

Real Estate

Plan administrator