How big is Jarman Wealth Management LLC's plan?

Jarman Wealth Management LLC's plan reported $116K in assets and 3 participants for 2024.

Original filing (PDF)20250617133150NAL0002556400001

Jarman Wealth Management LLC

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

Form 5500-SF

FILING_RECEIVED

Jarman Wealth Management LLC 401(k)

401(k) retirement plan · Jarman Wealth Management LLC's Jarman Wealth Management LLC 401(k) held $116K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$116K

Net assets (EOY)

$116K

People on this filing

Nathan Jarman signed Jarman Wealth Management LLC's 2024 Form 5500 as plan administrator.

Nathan Jarman — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

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

Plan identifiers

Jarman Wealth Management LLC's EIN is 93-2560683.

EIN 93-2560683

Plan number 001

Plan year 2024

ACK ID 20250617133150NAL0002556400001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Jarman Wealth Management 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 JARMAN 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