How big is JRS Wealth Management's plan?

JRS Wealth Management's plan reported $869K in assets and 6 participants for 2024.

Original filing (PDF)20250708122403NAL0006367248001

JRS Wealth Management

Name: JRS Wealth Management — JRS Wealth Management 401(k), Form 5500 (2024)
Creator: JRS Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JRS Wealth Management 401(k) P/S Plan

401(k) retirement plan · JRS Wealth Management's JRS Wealth Management 401(k) P/S Plan held $869K in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$869K

Net assets (EOY)

$869K

People on this filing

Jay Slouffman signed JRS Wealth Management's 2024 Form 5500 as plan administrator.

Jay Slouffman — 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

JRS Wealth Management's EIN is 82-3327249.

EIN 82-3327249

Plan number 001

Plan year 2024

ACK ID 20250708122403NAL0006367248001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

JRS Wealth Management's plan includes profit-sharing, a 401(k) feature, 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 JRS WEALTH MANAGEMENT.

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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