How big is Jack Maxwell III Agency LLC's plan?

Jack Maxwell III Agency LLC's plan reported $8K in assets and 3 participants for 2024.

Original filing (PDF)20250719120811NAL0002899649001

Jack Maxwell III Agency LLC

Name: Jack Maxwell III Agency LLC — Jack Maxwell III, Form 5500 (2024)
Creator: Jack Maxwell III Agency LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jack Maxwell III Agency LLC 401(k) Plan

401(k) retirement plan · Jack Maxwell III Agency LLC's Jack Maxwell III Agency LLC 401(k) Plan held $8K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8K

Net assets (EOY)

$8K

People on this filing

Nick Rice signed Jack Maxwell III Agency LLC's 2024 Form 5500 as plan administrator.

Nick Rice — 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

Jack Maxwell III Agency LLC's EIN is 86-3623472.

EIN 86-3623472

Plan number 001

Plan year 2024

ACK ID 20250719120811NAL0002899649001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jack Maxwell III Agency LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jack Maxwell III Agency LLC'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 JACK MAXWELL III AGENCY LLC.

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Plan health score

Above-average plan

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