How big is JDM Financial Group, LLC's plan?

JDM Financial Group, LLC's plan reported $2.4M in assets and 3 participants for 2025.

Original filing (PDF)20260518170204NAL0000353537001

JDM Financial Group, LLC

Name: JDM Financial Group, LLC — JDM Financial Group, LLC, Form 5500 (2025)
Creator: JDM Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JDM Financial Group, LLC Defined Benefit Pension Plan

Defined-benefit pension plan · JDM Financial Group, LLC's JDM Financial Group, LLC Defined Benefit Pension Plan held $2.4M in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan identifiers

JDM Financial Group, LLC's EIN is 05-0526773.

EIN 05-0526773

Plan number 002

Plan year 2025

ACK ID 20260518170204NAL0000353537001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for JDM Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

JDM Financial Group, LLC's plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JDM FINANCIAL 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score