How big is JWM Group, LLC's plan?

JWM Group, LLC's plan reported $712K in assets and 1 participants for 2024.

Original filing (PDF)20250922121016NAL0006656707001

JWM Group, LLC

Name: JWM Group, LLC — JWM Group, LLC 401(k) PS Plan, Form 5500 (2024)
Creator: JWM Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JWM Group, LLC 401(k) PS Plan

401(k) retirement plan · JWM Group, LLC's JWM Group, LLC 401(k) PS Plan held $712K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$712K

Net assets (EOY)

$712K

People on this filing

Jerry Misiewicz signed JWM Group, LLC's 2024 Form 5500 as plan administrator.

Jerry Misiewicz — 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

JWM Group, LLC's EIN is 20-1122212.

EIN 20-1122212

Plan number 001

Plan year 2024

ACK ID 20250922121016NAL0006656707001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

JWM Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

Helping the score