How big is J & E Partners, PLLC's plan?

J & E Partners, PLLC's plan reported $547K in assets and 4 participants for 2024.

Original filing (PDF)20250729102628NAL0001512979001

J & E Partners, PLLC

Name: J & E Partners, PLLC — GWWG 401(k) Plan, Form 5500 (2024)
Creator: J & E Partners, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

GWWG 401(k) Plan

401(k) retirement plan · J & E Partners, PLLC's GWWG 401(k) Plan held $547K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$547K

Net assets (EOY)

$547K

People on this filing

Eric Wellons signed J & E Partners, PLLC's 2024 Form 5500 as plan administrator.

Eric Wellons — 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

J & E Partners, PLLC's EIN is 83-0881574.

EIN 83-0881574

Plan number 001

Plan year 2024

ACK ID 20250729102628NAL0001512979001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for J & E Partners, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

J & E Partners, PLLC'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 J & E PARTNERS, PLLC.

Finding similar companies…

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