How big is JMB Financial Services Group LLC's plan?

JMB Financial Services Group LLC's plan reported $1.9M in assets and 4 participants for 2024.

Original filing (PDF)20250603202135NAL0030191442001

JMB Financial Services Group LLC

Name: JMB Financial Services Group LLC — JMB Financial, Form 5500 (2024)
Creator: JMB Financial Services Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JMB Financial Services Group, LLC 401(k) Plan

401(k) retirement plan · JMB Financial Services Group LLC's JMB Financial Services Group, LLC 401(k) Plan held $1.9M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Joshua Barron signed JMB Financial Services Group LLC's 2024 Form 5500 as plan administrator.

Joshua Barron — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

JMB Financial Services Group LLC's EIN is 03-0449153.

EIN 03-0449153

Plan number 001

Plan year 2024

ACK ID 20250603202135NAL0030191442001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JMB Financial Services Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JMB Financial Services Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JMB FINANCIAL SERVICES GROUP LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off