Filings through .
Jamie L. Hatfield Wealth Management, LLC
EIN 93-2658352Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$296K assets
Health & Benefits
1
Participants
7
2734 CHANCELLOR DR., STE 104 - CRESTVIEW HILLS, KY 41017859-344-6655
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
JAMIE L. HATFIELD WEALTH MANAGEMENT, LLC 401(K) PLAN
401(k)
Assets$296K
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
JAMIE L HATFIELD WEALTH MANAGEMENT, LLC CBS BENEFIT PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | JAMIE L. HATFIELD WEALTH MANAGEMENT, LLC 401(K) PLAN | 401(k) | $296K | 4 | 2025 |
- #001 · 401(k) · 20254
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | JAMIE L HATFIELD WEALTH MANAGEMENT, LLC CBS BENEFIT PLAN | Self-funded | - | $0 | 0 | 2025 |
- #501 · Self-funded · 20250
Retirement plans
Health & Benefits plans