How big is JFW, LLC's plan?

JFW, LLC's plan reported $739K in assets and 6 participants for 2025.

Original filing (PDF)20260310084934NAL0003785731001

JFW, LLC

Name: JFW, LLC — JFW, LLC 401(k) Retirement Plan, Form 5500 (2025)
Creator: JFW, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JFW, LLC 401(k) Retirement Plan

401(k) retirement plan · JFW, LLC's JFW, LLC 401(k) Retirement Plan held $739K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$739K

Net assets (EOY)

$739K

People on this filing

ADAM Lotinsky signed JFW, LLC's 2025 Form 5500 as plan administrator.

ADAM Lotinsky — 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

JFW, LLC's EIN is 52-1915499.

EIN 52-1915499

Plan number 002

Plan year 2025

ACK ID 20260310084934NAL0003785731001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

JFW, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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 (89th percentile).

Plan sponsor

Name

JFW, LLC

EIN

all filings

Address

18310 MONTGOMERY VILLAGE AVE · SUITE 240 · GAITHERSBURG, MD · 208793552

Phone

(301) 651-9756

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-03-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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