· 2022–2024 · DOL EFAST2

JK Executive Strategies, LLC — JK Executive, Form 5500 (2025)

Original filing (PDF)20260512054938NAL0005340819001

JK Executive Strategies, LLC

Form 5500-SF

FILING_RECEIVED

JK Executive Strategies, LLC 401(k) Plan

401(k) retirement plan · JK Executive Strategies, LLC's JK Executive Strategies, LLC 401(k) Plan held $1.9M in plan assets for 9 participants in 2025.

Active participants

9

Accounts w/ balance

11

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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

72

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JK EXECUTIVE STRATEGIES, LLC.

Plan sponsor

Name

JK EXECUTIVE STRATEGIES, LLC

EIN

82-2373155all filings

Address

1349 UNIVERSITY AVENUE · SUITE 2 · ROCHESTER, NY · 14607

Phone

(585) 417-9690

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

Hansen Distribution Agency LLC

Hansen Distribution Agency, LLC 401 (K) Plan

$1.9M · 7 participants

KUMI Construction Management C

KUMI Construction Management C 401(k) Profit Sharing Plan & Trust

$1.9M · 43 participants

Veterans Care Coordination LLC

Veterans Care Coordination 401(k) Plan

$1.9M · 23 participants

Castle Wealth Management, LLC

Castle Wealth Management 401(k) Plan

$1.9M · 10 participants

True Market LLC

True Market LLC 401(k) Plan

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.