How big is Jansen Wealth Management's plan?

Jansen Wealth Management's plan reported $170K in assets and 3 participants for 2025.

Original filing (PDF)20260429120129NAL0010439393001

Jansen Wealth Management

Name: Jansen Wealth Management — Jansen Wealth Management, Form 5500 (2025)
Creator: Jansen Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jansen Wealth Management 401(k) Plan

401(k) retirement plan · Jansen Wealth Management's Jansen Wealth Management 401(k) Plan held $170K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$170K

Net assets (EOY)

$170K

People on this filing

Jacob Jansen signed Jansen Wealth Management's 2025 Form 5500 as plan administrator.

Jacob Jansen — 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

Jansen Wealth Management's EIN is 85-4075890.

EIN 85-4075890

Plan number 001

Plan year 2025

ACK ID 20260429120129NAL0010439393001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jansen Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Jansen Wealth Management'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 JANSEN WEALTH MANAGEMENT.

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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

Knocking points off