Original filing (PDF)20250605122810NAL0020154400001

JSM BROKERAGE, INC.

Name: JSM BROKERAGE, INC. — JSM BROKERAGE, INC. 401K PLAN, Form 5500 (2024)
Creator: JSM BROKERAGE, INC.

Form 5500-SF

FILING_RECEIVED

JSM BROKERAGE, INC. 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$935K

Net assets (EOY)

$935K

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JSM BROKERAGE, INC..

Plan sponsor

Name

JSM BROKERAGE, INC.

EIN

11-3219848all filings

Address

12-23A 50TH STREET · WHITESTONE, NY · 11357

Phone

(718) 767-9226

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