How big is Jfitz, LLC's plan?

Jfitz, LLC's plan reported $2.3M in assets and 9 participants for 2024.

Original filing (PDF)20250218115449NAL0005155136001

Jfitz, LLC

Name: Jfitz, LLC — Jfitz, LLC Retirement Plan, Form 5500 (2024)
Creator: Jfitz, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jfitz, LLC Retirement Plan

401(k) retirement plan · Jfitz, LLC's Jfitz, LLC Retirement Plan held $2.3M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

Jfitz, LLC's EIN is 54-1582655.

EIN 54-1582655

Plan number 001

Plan year 2024

ACK ID 20250218115449NAL0005155136001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Jfitz, LLC'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 JFITZ, LLC.

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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.

Plan sponsor

Name

JFITZ, LLC

EIN

all filings

Address

3901 WESTERRE PARKWAY · SUITE 300 · RICHMOND, VA · 23233

Phone

(804) 762-7032

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-02-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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