What public Form 5500 filings show about the J&M Family Management, LLC 401(k) plan — and how to find and check your own account.
J&M Family Management, LLC (EIN 26-3169829) reports J&M FAMILY MANAGEMENT, LLC 401(K) PLAN on its most recent Form 5500, with $3.4M in plan assets across 299 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full J&M Family Management, LLC filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your J&M Family Management, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): RMB CAPITAL MANAGEMENT, MORNINGSTAR INVESTMENT MANAGEMENT L, WEAVER AND TIDWELL.
