How big is JK Private Wealth's plan?

JK Private Wealth's plan reported $181K in assets and 2 participants for 2024.

Original filing (PDF)20250630105951NAL0006571283001

JK Private Wealth

Name: JK Private Wealth — JK Private Wealth Retirement, Form 5500 (2024)
Creator: JK Private Wealth
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JK Private Wealth Retirement Trust

401(k) retirement plan · JK Private Wealth's JK Private Wealth Retirement Trust held $181K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$181K

Net assets (EOY)

$181K

People on this filing

Plan Sponsor signed JK Private Wealth's 2024 Form 5500 as plan administrator.

Plan Sponsor — 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

JK Private Wealth's EIN is 84-3108256.

EIN 84-3108256

Plan number 001

Plan year 2024

ACK ID 20250630105951NAL0006571283001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

JK Private Wealth's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JK PRIVATE WEALTH.

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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