Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
JPL Wealth Management LLC
EIN 93-4042149financial servicesLatest filing 2025
Plans
2
Retirement
2
$991K assets
Welfare
0
Participants
12
5300 DTC PARKWAY, SUITE 100 - GREENWOOD VILLAGE, CO 80111855-575-5752jplwm.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $991K assets / 12 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
JPL WEALTH MANAGEMENT LLC 401(K) PLAN
401(k)
Assets$764K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JPL WEALTH MANAGEMENT LLC CASH BALANCE PLAN
Cash balance
Assets$227K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JPL WEALTH MANAGEMENT LLC 401(K) PLAN | 401(k) | $764K | 6 | 2025 | |
| 002 | JPL WEALTH MANAGEMENT LLC CASH BALANCE PLAN | Cash balance | $227K | 6 | 2025 |
Retirement plans