Original filing (PDF)20250702145918NAL0033237458001

JAMIE L. HATFIELD WEALTH MANAGEMENT, LLC

Name: JAMIE L. HATFIELD WEALTH MANAGEMENT, LLC — JAMIE L. HATFIELD WEALTH MANAGEMENT, LLC 401(K) PLAN, Form 5500 (2024)
Creator: JAMIE L. HATFIELD WEALTH MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

JAMIE L. HATFIELD WEALTH MANAGEMENT, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$144K

Net assets (EOY)

$144K

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 JAMIE L. HATFIELD WEALTH MANAGEMENT, LLC.

Plan sponsor

Name

JAMIE L. HATFIELD WEALTH MANAGEMENT, LLC

EIN

93-2658325all filings

Address

2734 CHANCELLOR DR., STE 104 · CRESTVIEW HILLS, KY · 41017

Phone

(859) 344-6655

Industry

Finance & Insurancesee all

Plan administrator