How big is Gilliland Jeter Wealth Management LLC's plan?

Gilliland Jeter Wealth Management LLC's plan reported $633K in assets and 4 participants for 2024.

Original filing (PDF)20250720171253NAL0001492434001

Gilliland Jeter Wealth Management LLC

Name: Gilliland Jeter Wealth Management LLC — Gilliland, Form 5500 (2024)
Creator: Gilliland Jeter Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gilliland Jeter Wealth Management LLC 401(k) Retirement Plan

401(k) retirement plan · Gilliland Jeter Wealth Management LLC's Gilliland Jeter Wealth Management LLC 401(k) Retirement Plan held $633K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$633K

Net assets (EOY)

$633K

Plan identifiers

Gilliland Jeter Wealth Management LLC's EIN is 92-1016561.

EIN 92-1016561

Plan number 001

Plan year 2024

ACK ID 20250720171253NAL0001492434001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Gilliland Jeter Wealth Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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