How big is JPS Wealth Management, Inc.'s plan?

JPS Wealth Management, Inc.'s plan reported $597K in assets and 4 participants for 2025.

Original filing (PDF)20260420220048NAL0001845889005

JPS Wealth Management, Inc.

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

Form 5500-SF

FILING_RECEIVED

JPS Wealth Management 401(k) Plan

401(k) retirement plan · JPS Wealth Management, Inc.'s JPS Wealth Management 401(k) Plan held $597K in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$597K

Net assets (EOY)

$597K

Plan identifiers

JPS Wealth Management, Inc.'s EIN is 81-4598266.

EIN 81-4598266

Plan number 001

Plan year 2025

ACK ID 20260420220048NAL0001845889005

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

JPS Wealth Management, 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 JPS WEALTH MANAGEMENT, 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