How big is JWH Group, LLC's plan?

JWH Group, LLC's plan reported $187K in assets and 2 participants for 2024.

Original filing (PDF)20250602142252NAL0006627891001

JWH Group, LLC

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

Form 5500-SF

FILING_RECEIVED

JWH Group, LLC 401(k) Plan

401(k) retirement plan · JWH Group, LLC's JWH Group, LLC 401(k) Plan held $187K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$187K

Net assets (EOY)

$187K

People on this filing

Jason Hatch signed JWH Group, LLC's 2024 Form 5500 as plan administrator.

Jason Hatch — 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

JWH Group, LLC's EIN is 83-2951797.

EIN 83-2951797

Plan number 001

Plan year 2024

ACK ID 20250602142252NAL0006627891001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JWH Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JWH Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).

Plan sponsor

Name

JWH GROUP, LLC

EIN

all filings

Address

725 HEARTLAND TRAIL, SUITE 200 · MADISON, WI · 53717

Phone

(608) 729-7999

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

2025-06-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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