How big is Jamie L. Hatfield Wealth Management, LLC's plan?

Jamie L. Hatfield Wealth Management, LLC's plan reported $144K in assets and 5 participants for 2024.

Original filing (PDF)20250815095657NAL0029927890001

Jamie L. Hatfield Wealth Management, LLC

Name: Jamie L. Hatfield Wealth Management, LLC — Form 5500 Plan 001 (2024)
Creator: Jamie L. Hatfield Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jamie L. Hatfield Wealth Management, LLC 401(k) Plan

401(k) retirement plan · Jamie L. Hatfield Wealth Management, LLC's Jamie L. Hatfield Wealth Management, LLC 401(k) Plan held $144K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$144K

Net assets (EOY)

$144K

People on this filing

John Ansay signed Jamie L. Hatfield Wealth Management, LLC's 2024 Form 5500 as plan administrator.

John Ansay — 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

Jamie L. Hatfield Wealth Management, LLC's EIN is 93-2658352.

EIN 93-2658352

Plan number 001

Plan year 2024

ACK ID 20250815095657NAL0029927890001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Jamie L. Hatfield Wealth Management, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

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.

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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