How big is JWTT Inc.'s plan?

JWTT Inc.'s plan reported $548K in assets and 3 participants for 2024.

Original filing (PDF)20250825134905NAL0003915891001

JWTT Inc.

Name: JWTT Inc. — JWTT Inc. 401(k) Plan, Form 5500 (2024)
Creator: JWTT Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JWTT Inc. 401(k) Plan

401(k) retirement plan · JWTT Inc.'s JWTT Inc. 401(k) Plan held $548K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$548K

Net assets (EOY)

$548K

Plan identifiers

JWTT Inc.'s EIN is 83-2217476.

EIN 83-2217476

Plan number 001

Plan year 2024

ACK ID 20250825134905NAL0003915891001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

JWTT Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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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

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

Plan sponsor

Name

JWTT INC.

EIN

all filings

Address

19880 JW BROWN RD. · BEND, OR · 97703

Phone

(971) 323-0700

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-25

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

2R · Participant-directed brokerage (SDBA)

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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