How big is Jamison Private Wealth Management's plan?

Jamison Private Wealth Management's plan reported $12K in assets and 3 participants for 2024.

Original filing (PDF)20251028130751NAL0006918961001

Jamison Private Wealth Management

Name: Jamison Private Wealth Management — Jamison Private, Form 5500 (2024)
Creator: Jamison Private Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jamison Private Wealth Management GCF Benefit Plan

Health & welfare plan · Jamison Private Wealth Management's Jamison Private Wealth Management GCF Benefit Plan held $12K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$12K

Net assets (EOY)

$4K

People on this filing

Morgan Law signed Jamison Private Wealth Management's 2024 Form 5500 as plan administrator.

Morgan Law — 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

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

EIN 58-1833272

Plan number 501

Plan year 2024

ACK ID 20251028130751NAL0006918961001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jamison Private Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jamison Private Wealth Management's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMISON PRIVATE WEALTH MANAGEMENT.

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score