Original filing (PDF)20251014135814NAL0003089265001

JJJ Advisors, Inc. DBA Janiczek Wealth Management

Name: JJJ Advisors, Inc. DBA Janiczek Wealth Management — Form 5500 Plan 001 (2024)
Creator: JJJ Advisors, Inc. DBA Janiczek Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Janiczek Wealth Management 401(k) Profit Sharing Plan

401(k) retirement plan · JJJ Advisors, Inc. DBA Janiczek Wealth Management's Janiczek Wealth Management 401(k) Profit Sharing Plan reported $142K in plan assets in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$142K

Net assets (EOY)

$142K

Plan identifiers

JJJ Advisors, Inc. DBA Janiczek Wealth Management's EIN is 84-1165543.

EIN 84-1165543

Plan number 001

Plan year 2024

ACK ID 20251014135814NAL0003089265001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JJJ Advisors, Inc. DBA Janiczek Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JJJ Advisors, Inc. DBA Janiczek Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JJJ ADVISORS, INC. DBA JANICZEK WEALTH MANAGEMENT.

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