How big is JMI Management, L.P.'s plan?

JMI Management, L.P.'s plan reported $46.8M in assets and 81 participants for 2025.

Original filing (PDF)20260519144514NAL0001435248001

JMI Management, L.P.

Name: JMI Management, L.P. — JMI Management, L.P. 401(k), Form 5500 (2025)
Creator: JMI Management, L.P.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JMI Management, L.P. 401(k) Profit Sharing Plan

401(k) retirement plan · JMI Management, L.P.'s JMI Management, L.P. 401(k) Profit Sharing Plan held $46.8M in plan assets for 81 participants in 2025.

Active participants

Accounts w/ balance

112

Plan assets (EOY)

$46.8M

Net assets (EOY)

$46.8M

People on this filing

Randy Guttman signed JMI Management, L.P.'s 2025 Form 5500 as plan administrator.

Randy Guttman — 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

JMI Management, L.P.'s EIN is 20-2772092.

EIN 20-2772092

Plan number 001

Plan year 2025

ACK ID 20260519144514NAL0001435248001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for JMI Management, L.P. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

JMI Management, L.P.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JMI MANAGEMENT, L.P..

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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