P 401(k) Plan Report

Stable plan record

JESSUP WEALTH MANAGEMENT, INC. 401(K) RETIREMENT PLAN

Sponsored by JESSUP WEALTH MANAGEMENT · EIN/PN 272058327-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$4,166
Administrative cost per participant
2025
$187
Active participants
2025
13
Total plan assets
2025
$926,379
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260422093439NAL000187992300413$4,166
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.