Original filing (PDF)20250625133332NAL0011325872001

JENNIFER TAVIS CONSULTING, LLC

Name: JENNIFER TAVIS CONSULTING, LLC — JENNIFER TAVIS CONSULTING, LLC 401(K) PLAN, Form 5500 (2024)
Creator: JENNIFER TAVIS CONSULTING, LLC

Form 5500-SF

FILING_RECEIVED

JENNIFER TAVIS CONSULTING, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$39K

Net assets (EOY)

$39K

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.

Decision-maker contacts

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

Plan sponsor

Name

JENNIFER TAVIS CONSULTING, LLC

EIN

92-0238645all filings

Address

1654 WESLEY AVENUE · MERRICK, NY · 11566

Phone

(347) 523-2445

Industry

Professional & Technical Servicessee all

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

2S · Automatic enrollment

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

ASPIRE CCS INC

ASPIRE CCS 401(K) PLAN

$39K · 2 participants

SJA TD HOLDINGS

UNBLINDED 401K

$39K · 26 participants

INFOPACITY LLC

INFOPACITY 401(K) PLAN

$39K · 4 participants

SOUTH COAST PARTNERS INC

SOUTH COAST PARTNERS INC 401(K)

$39K · 7 participants

RAPICURE SOLUTIONS

RAPICURE SOLUTIONS 401(K) PLAN

$39K · 8 participants

TRACEY A BENSON CONSULTING LLC

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.