Sponsor portfolio
JAMISON PRIVATE WEALTH MANAGEMENT, INC.
EIN 58-1833272financial servicesLatest filing 2025
Plans
2
Retirement
1
$7.2M assets
Welfare
1
Participants
8
12630 CRABAPPLE ROAD, SUITE 300 - MILTON, GA 30004678-323-3454jamisonwealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 401(K) PLAN
401k
Assets$7.2M
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
JAMISON PRIVATE WEALTH MANAGEMENT GCF BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
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Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JAMISON PRIVATE WEALTH MANAGEMENT, INC. 401(K) PLAN | 401k | $7.2M | 5 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | JAMISON PRIVATE WEALTH MANAGEMENT GCF BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans