How big is JAZZ Wealth Managers, Inc.'s plan?

JAZZ Wealth Managers, Inc.'s plan reported $471K in assets and 9 participants for 2025.

Original filing (PDF)20260430221115NAL0000230723094

JAZZ Wealth Managers, Inc.

Name: JAZZ Wealth Managers, Inc. — JAZZ Wealth Managers, Form 5500 (2025)
Creator: JAZZ Wealth Managers, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JAZZ Wealth Managers 401(k) Plan

401(k) retirement plan · JAZZ Wealth Managers, Inc.'s JAZZ Wealth Managers 401(k) Plan held $471K in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$471K

Net assets (EOY)

$471K

Plan identifiers

JAZZ Wealth Managers, Inc.'s EIN is 81-1132642.

EIN 81-1132642

Plan number 002

Plan year 2025

ACK ID 20260430221115NAL0000230723094

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

JAZZ Wealth Managers, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAZZ WEALTH MANAGERS, 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