How big is R&JW Management LLC's plan?

R&JW Management LLC's plan reported $701K in assets and 6 participants for 2025.

Original filing (PDF)20260522141039NAL0006926898001

R&JW Management LLC

Name: R&JW Management LLC — Form 5500 (2025)
Creator: R&JW Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

R&JW Management LLC

401(k) retirement plan · R&JW Management LLC held $701K in plan assets for 6 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$701K

Net assets (EOY)

$701K

People on this filing

Robert Mischel signed R&JW Management LLC's 2025 Form 5500 as plan administrator.

Robert Mischel — 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

R&JW Management LLC's EIN is 82-3777743.

EIN 82-3777743

Plan number 001

Plan year 2025

ACK ID 20260522141039NAL0006926898001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for R&JW Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

R&JW Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).

Plan sponsor

Name

R&JW MANAGEMENT LLC

EIN

all filings

Address

1026 MONTANA AVE · SANTA MONICA, CA · 90403

Phone

(914) 886-8498

Industry

Finance & Insurance

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

2026-05-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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