How big is JDH Wealth Management, LLC's plan?

JDH Wealth Management, LLC's plan reported $825K in assets and 4 participants for 2024.

Original filing (PDF)20250602110127NAL0027521234001

JDH Wealth Management, LLC

Name: JDH Wealth Management, LLC — JDH Wealth 401(k), Form 5500 (2024)
Creator: JDH Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JDH Wealth 401(k) Profit Sharing Plan

401(k) retirement plan · JDH Wealth Management, LLC's JDH Wealth 401(k) Profit Sharing Plan held $825K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$825K

Net assets (EOY)

$825K

People on this filing

Shannon Carlton signed JDH Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Shannon Carlton — 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

JDH Wealth Management, LLC's EIN is 68-0447781.

EIN 68-0447781

Plan number 001

Plan year 2024

ACK ID 20250602110127NAL0027521234001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

JDH Wealth Management, 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 JDH WEALTH MANAGEMENT, 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.
High average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

JDH WEALTH MANAGEMENT, LLC

EIN

all filings

Address

181 CONCOURSE BOULEVARD · SUITE A · SANTA ROSA, CA · 95403

Phone

(707) 542-1110

Industry

Finance & Insurance

Plan administrator