How big is JNBA Financial Advisors, LLC's plan?

JNBA Financial Advisors, LLC's plan reported $6.4M in assets and 34 participants for 2024.

Original filing (PDF)20250911165518NAL0001732994001

JNBA Financial Advisors, LLC

Name: JNBA Financial Advisors, LLC — JNBA Cash Balance, Form 5500 (2024)
Creator: JNBA Financial Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JNBA Cash Balance Plan

Defined-benefit pension plan · JNBA Financial Advisors, LLC's JNBA Cash Balance Plan held $6.4M in plan assets for 34 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$6.4M

Net assets (EOY)

$6.4M

People on this filing

Richard Brown signed JNBA Financial Advisors, LLC's 2024 Form 5500 as plan administrator.

Richard Brown — 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

JNBA Financial Advisors, LLC's EIN is 86-1279106.

EIN 86-1279106

Plan number 003

Plan year 2024

ACK ID 20250911165518NAL0001732994001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JNBA Financial Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JNBA Financial Advisors, LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JNBA FINANCIAL ADVISORS, LLC.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score