How big is Jaykay Wealth Advisors 401(k) Plan's plan?

Jaykay Wealth Advisors 401(k) Plan's plan reported $744K in assets and 4 participants for 2024.

Original filing (PDF)20251002211822NAL0000900241001

Jaykay Wealth Advisors 401(k) Plan

Name: Jaykay Wealth Advisors 401(k) Plan — Form 5500 (2024)
Creator: Jaykay Wealth Advisors 401(k) Plan
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Jaykay Wealth Advisors 401(k) Plan held $744K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$744K

Net assets (EOY)

$744K

Plan identifiers

Jaykay Wealth Advisors 401(k) Plan's EIN is 56-2424170.

EIN 56-2424170

Plan number 001

Plan year 2024

ACK ID 20251002211822NAL0000900241001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jaykay Wealth Advisors 401(k) Plan from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jaykay Wealth Advisors 401(k) Plan's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAYKAY WEALTH ADVISORS 401(K) PLAN.

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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