How big is JPL Wealth Management LLC's plan?

JPL Wealth Management LLC's plan reported $227K in assets and 6 participants for 2025.

Original filing (PDF)20260422150408NAL0002003491001

JPL Wealth Management LLC

Name: JPL Wealth Management LLC — JPL Wealth Management, Form 5500 (2025)
Creator: JPL Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JPL Wealth Management LLC Cash Balance Plan

Defined-benefit pension plan · JPL Wealth Management LLC's JPL Wealth Management LLC Cash Balance Plan held $227K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$227K

Net assets (EOY)

$227K

People on this filing

Patrick RUDY signed JPL Wealth Management LLC's 2025 Form 5500 as plan administrator.

Patrick RUDY — 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

JPL Wealth Management LLC's EIN is 93-4042149.

EIN 93-4042149

Plan number 002

Plan year 2025

ACK ID 20260422150408NAL0002003491001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for JPL Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

JPL Wealth Management LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JPL 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score