Original filing (PDF)20251229132729NAL0025944048001

JACQUELINE LEVOIR WEALTH MANAGEMENT

Name: JACQUELINE LEVOIR WEALTH MANAGEMENT — JACQUELINE LEVOIR WEALTH MANAGEMENT CBS BENEFIT PLAN, Form 5500 (2024)
Creator: JACQUELINE LEVOIR WEALTH MANAGEMENT

Form 5500-SF

FILING_RECEIVED

JACQUELINE LEVOIR WEALTH MANAGEMENT CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1K

Net assets (EOY)

$353

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

JACQUELINE LEVOIR WEALTH MANAGEMENT

EIN

87-1499783all filings

Address

545 CENTRE VIEW BLVD · FT MITCHELL, KY · 41017

Phone

(859) 440-2089

Industry

Finance & Insurancesee all

Plan administrator