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JESSUP WEALTH MANAGEMENT

EIN 27-2058327-financial services-Latest filing 2025
Plans
1
Retirement
1
$926K assets
Welfare
0
Participants
13
35 PARK AVE. - DAYTON, OH 45419937-938-9105jessupwealthmanagement.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$926K - 13 part

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Retirement#001

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

401k

Assets$926K
Participants13
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JESSUP WEALTH MANAGEMENT, INC. 401(K) RETIREMENT PLAN401k$926K132025
Retirement plans
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