How big is JFO LLC's plan?

JFO LLC's plan reported $2.6M in assets and 28 participants for 2024.

Original filing (PDF)20250625103705NAL0011374080001

JFO LLC

Name: JFO LLC — JFO LLC 401(k) Plan, Form 5500 (2024)
Creator: JFO LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JFO LLC 401(k) Plan

401(k) retirement plan · JFO LLC's JFO LLC 401(k) Plan held $2.6M in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Suzanne Brunnengraber signed JFO LLC's 2024 Form 5500 as plan administrator.

Suzanne Brunnengraber — Plan Administrator — Form 5500 signer
Michael Unger — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

JFO LLC's EIN is 87-3686096.

EIN 87-3686096

Plan number 001

Plan year 2024

ACK ID 20250625103705NAL0011374080001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

JFO LLC'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 JFO LLC.

Finding similar companies…

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

JFO LLC

EIN

all filings

Address

1 LAWYERS LANE · HOPEWELL, NJ · 08525

Phone

(609) 466-6416

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

BETA Wealth Group

BETA Wealth Group 401(k) Plan

$2.6M · 3 participants

KIDD & Company, LLC

KIDD & Company, LLC 401(k) Profit Sharing Plan

$2.6M · 7 participants

The Agnew Company

The Agnew Company 401(k) Plan

$2.6M · 4 participants

Next Legacy Management, LLC

Next Legacy Management, LLC Cash Balance

$2.6M · 25 participants

Fairfield Financial Advisors, Ltd.

Fairfield 401(k) Plan

$2.6M · 4 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.