Original filing (PDF)20250714140450NAL0001130369001

JAY VAN BEUSEKOM FINANCIAL ADVISOR, LLC

Name: JAY VAN BEUSEKOM FINANCIAL ADVISOR, LLC — JVB 401(K) PLAN, Form 5500 (2024)
Creator: JAY VAN BEUSEKOM FINANCIAL ADVISOR, LLC

Form 5500-SF

FILING_RECEIVED

JVB 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$65K

Net assets (EOY)

$65K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAY VAN BEUSEKOM FINANCIAL ADVISOR, LLC.

Plan sponsor

Name

JAY VAN BEUSEKOM FINANCIAL ADVISOR, LLC

EIN

61-1547418all filings

Address

N16W23217 STONE RIDGE DR.-SUITE 120 · WAUKESHA, WI · 53188

Phone

(262) 408-5820

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator