How big is Jupiter Underwriting Group LLC's plan?

Jupiter Underwriting Group LLC's plan reported $710K in assets and 10 participants for 2025.

Original filing (PDF)20260225081625NAL0002082051001

Jupiter Underwriting Group LLC

Name: Jupiter Underwriting Group LLC — Jupiter Underwritin, Form 5500 (2025)
Creator: Jupiter Underwriting Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jupiter Underwriting Group LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Jupiter Underwriting Group LLC's Jupiter Underwriting Group LLC 401(k) Profit Sharing Plan & Trust held $710K in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$710K

Net assets (EOY)

$710K

People on this filing

David Folkes signed Jupiter Underwriting Group LLC's 2025 Form 5500 as plan administrator.

David Folkes — 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

Jupiter Underwriting Group LLC's EIN is 83-3253466.

EIN 83-3253466

Plan number 001

Plan year 2025

ACK ID 20260225081625NAL0002082051001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jupiter Underwriting Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Jupiter Underwriting Group 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 JUPITER UNDERWRITING GROUP LLC.

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