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  1. Companies/
  2. JFS Wealth Advisors, LLC

Filings through Oct 24, 2026.

JFS Wealth Advisors, LLC

EIN 26-0580799-financial services-Latest filing 2025
Plans
1
Retirement
1
$23.5M assets
Health & Benefits
0
Participants
109
1479 NORTH HERMITAGE ROAD - HERMITAGE, PA 16148724-962-3200jfswa.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$23.5M - 109 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

JFS WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN

401(k)

Assets$23.5M
Participants109
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001JFS WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN401(k)$23.5M1092025
  • JFS WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN$23.5M
    #001 · 401(k) · 2025109
Retirement plans
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