Original filing (PDF)20241004103631NAL0020239216001

JEFFREY LYNN SMITH DBA JLS INVESTMENT CONSULTING

Name: JEFFREY LYNN SMITH DBA JLS INVESTMENT CONSULTING — JLS INVESTMENT CONSULTING 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: JEFFREY LYNN SMITH DBA JLS INVESTMENT CONSULTING

Form 5500-SF

FILING_RECEIVED

JLS INVESTMENT CONSULTING 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$150K

Net assets (EOY)

$150K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (20th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JEFFREY LYNN SMITH DBA JLS INVESTMENT CONSULTING.

Plan sponsor

Name

JEFFREY LYNN SMITH DBA JLS INVESTMENT CONSULTING

EIN

84-2597349all filings

Address

289 W DRIPPING VIEW CT · JOHNSON CITY, TX · 78636

Phone

(213) 300-6665

Industry

Professional & Technical Servicessee all

Plan administrator