· 2022–2024 · DOL EFAST2

JEPB Agency LLC — JEPB Agency LLC 401(k) Profit, Form 5500 (2025)

Original filing (PDF)20260511075815NAL0011501522001

JEPB Agency LLC

Form 5500-SF

FILING_RECEIVED

JEPB Agency LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · JEPB Agency LLC's JEPB Agency LLC 401(k) Profit Sharing Plan & Trust held $1.0M in plan assets for 19 participants in 2025.

Active participants

19

Accounts w/ balance

18

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan health score

Above-average plan

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

35

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 JEPB AGENCY LLC.

Plan sponsor

Name

JEPB AGENCY LLC

EIN

99-3040493all filings

Address

1250 ELIZABETH AVE STE 2 · PALM BEACH GARDENS, FL · 33410

Phone

(561) 440-4046

Industry

Custom Computer Programming· Professional & Technical Services

Plan administrator

Name

ERISA FIDUCIARY SERVICES, INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Custom Computer Programming plans

Intelligent Technology Solutions, LLC

Its 401(k) Plan

$1.0M · 4 participants

Rockport Technology Group, Inc.

Rockport Technology Group, Inc. 401(k) Plan

$1.0M · 14 participants

High Quartile 401(k) Plan

$1.0M · 26 participants

Icontrols Inc. 401(k) Plan

$1.0M · 20 participants

DAO Design, Inc.

DAO Design, Inc. Profit Sharing Plan

$1.0M · 3 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.