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JACKSON WEALTH MANAGEMENT LLC

EIN 20-8901642-investment management-Latest filing 2025
Plans
1
Retirement
1
$221K assets
Welfare
0
Participants
5
300 W MAIN CROSS ST - FINDLAY, OH 458403315419-423-7781jackson-wealth.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$221K - 5 part

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Retirement#001

JACKSON WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$221K
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JACKSON WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST401k$221K52025
Retirement plans
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