How big is Jamison Private Wealth Management, Inc.'s plan?

Jamison Private Wealth Management, Inc.'s plan reported $7.2M in assets and 5 participants for 2025.

Original filing (PDF)20260319122522NAL0004146993001

Jamison Private Wealth Management, Inc.

Name: Jamison Private Wealth Management, Inc. — Form 5500 Plan 002 (2025)
Creator: Jamison Private Wealth Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jamison Private Wealth Management, Inc. 401(k) Plan

401(k) retirement plan · Jamison Private Wealth Management, Inc.'s Jamison Private Wealth Management, Inc. 401(k) Plan held $7.2M in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.2M

Net assets (EOY)

$7.2M

Plan identifiers

Jamison Private Wealth Management, Inc.'s EIN is 58-1833272.

EIN 58-1833272

Plan number 002

Plan year 2025

ACK ID 20260319122522NAL0004146993001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jamison Private Wealth Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Jamison Private Wealth Management, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 JAMISON PRIVATE WEALTH 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