How big is Jeppson Wealth Management LLC's plan?

Jeppson Wealth Management LLC's plan reported $375K in assets and 2 participants for 2024.

Original filing (PDF)20250610124110NAL0024631776001

Jeppson Wealth Management LLC

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

Form 5500-SF

FILING_RECEIVED

Jeppson Wealth Management Retirement Plan

Defined-contribution retirement plan · Jeppson Wealth Management LLC's Jeppson Wealth Management Retirement Plan held $375K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$375K

Net assets (EOY)

$375K

People on this filing

Michael Jeppson signed Jeppson Wealth Management LLC's 2024 Form 5500 as plan administrator.

Michael Jeppson — 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

Jeppson Wealth Management LLC's EIN is 81-5354544.

EIN 81-5354544

Plan number 001

Plan year 2024

ACK ID 20250610124110NAL0024631776001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Jeppson Wealth Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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