Original filing (PDF)20240917143707NAL0005394096001

JAZZ WEALTH MANAGERS, INC.

Name: JAZZ WEALTH MANAGERS, INC. — FORUS 401(K), Form 5500 (2023)
Creator: JAZZ WEALTH MANAGERS, INC.

Form 5500-SF

FILING_RECEIVED

FORUS 401(K)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JAZZ WEALTH MANAGERS, INC..

Plan sponsor

Name

JAZZ WEALTH MANAGERS, INC.

EIN

81-1132642

Address

2300 TALL PINES DRIVE · SUITE 126 · LARGO, FL · 33771

Phone

(727) 492-0314

Industry

Finance & Insurancesee all

Plan administrator

Name

FORUSALL, INC.

EIN

46-1803145

City

SAN CARLOS, CA

Phone

(844) 401-2253

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-04-22

Filed

2024-09-17

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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