How big is JMS Advisory Group, LLC's plan?

JMS Advisory Group, LLC's plan reported $1.1M in assets and 10 participants for 2024.

Original filing (PDF)20250630123544NAL0028787074001

JMS Advisory Group, LLC

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

Form 5500-SF

FILING_RECEIVED

JMS Advisory Group, LLC 401(k) P/S Plan

401(k) retirement plan · JMS Advisory Group, LLC's JMS Advisory Group, LLC 401(k) P/S Plan held $1.1M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Sherridan Santivanez signed JMS Advisory Group, LLC's 2024 Form 5500 as plan administrator.

Sherridan Santivanez — 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

JMS Advisory Group, LLC's EIN is 20-5057908.

EIN 20-5057908

Plan number 001

Plan year 2024

ACK ID 20250630123544NAL0028787074001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

JMS Advisory Group, LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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 (86th percentile).

Plan sponsor

Name

JMS ADVISORY GROUP, LLC

EIN

all filings

Address

3101 TOWERCREEK PKWY · SUITE 400 · ATLANTA, GA · 30339

Phone

(404) 474-7733

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator