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  2. Jervis Financial Group

Filings through Oct 24, 2026.

Jervis Financial Group

EIN 81-1062062-investment management-Latest filing 2025
Plans
1
Retirement
1
$245K assets
Health & Benefits
0
Participants
5
8922 EAST MARKET ST. - WARREN, OH 44484330-984-0390jervisfinancialgroup.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filing
#001401(k)-$245K - 5 part

Plan summaries

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

Retirement#001

JERVIS FINANCIAL GROUP 401K PROFIT SHARING PLAN

401(k)

Assets$245K
Participants5
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
#001JERVIS FINANCIAL GROUP 401K PROFIT SHARING PLAN401(k)$245K52025
  • JERVIS FINANCIAL GROUP 401K PROFIT SHARING PLAN$245K
    #001 · 401(k) · 20255
Retirement plans
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