How big is Jaeschke Financial Services, LLC's plan?

Jaeschke Financial Services, LLC's plan reported $207K in assets and 6 participants for 2024.

Original filing (PDF)20250903133832NAL0009105347001

Jaeschke Financial Services, LLC

Name: Jaeschke Financial Services, LLC — CK Financial, Form 5500 (2024)
Creator: Jaeschke Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CK Financial Services 401(k) Plan

401(k) retirement plan · Jaeschke Financial Services, LLC's CK Financial Services 401(k) Plan held $207K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$207K

Net assets (EOY)

$207K

Plan identifiers

Jaeschke Financial Services, LLC's EIN is 88-3820819.

EIN 88-3820819

Plan number 001

Plan year 2024

ACK ID 20250903133832NAL0009105347001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Jaeschke Financial Services, LLC's plan includes 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 JAESCHKE FINANCIAL SERVICES, 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score