Original filing (PDF)20250609132538NAL0041628322001

JEPB AGENCY LLC

Name: JEPB AGENCY LLC — JEPB AGENCY LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: JEPB AGENCY LLC

Form 5500-SF

FILING_RECEIVED

JEPB AGENCY LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$772K

Net assets (EOY)

$772K

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 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 Servicessee all

Plan administrator

Name

ERISA FIDUCIARY SERVICES, INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-09

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

NUAND LLC

NUAND LLC 401(K) PLAN

$772K · 3 participants

AETAS LLC DBA WAMBI

AETAS LLC DBA WAMBI 401(K) PLAN

$772K · 13 participants

ICONTROLS INC

ICONTROLS INC 401(K) PLAN

$773K · 16 participants

SUDOTOUCH LLC

SUDOTOUCH LLC 401(K) PLAN

$773K · 26 participants

REAL TIME RISK SYSTEMS LLC

REAL TIME 401(K) PLAN

$773K · 2 participants

DICOM SYSTEMS INC

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