How big is JLM Pacific Epoch, LLC's plan?

JLM Pacific Epoch, LLC's plan reported $1.3M in assets and 5 participants for 2022.

Original filing (PDF)20230927170504NAL0011466145001

JLM Pacific Epoch, LLC

Name: JLM Pacific Epoch, LLC — JLM Pacific Epoch 401(k), Form 5500 (2022)
Creator: JLM Pacific Epoch, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JLM Pacific Epoch 401(k) Plan

401(k) retirement plan · JLM Pacific Epoch, LLC's JLM Pacific Epoch 401(k) Plan held $1.3M in plan assets for 5 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Joseph Berger signed JLM Pacific Epoch, LLC's 2022 Form 5500 as plan administrator.

Joseph Berger — 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

JLM Pacific Epoch, LLC's EIN is 20-5075306.

EIN 20-5075306

Plan number 001

Plan year 2022

ACK ID 20230927170504NAL0011466145001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for JLM Pacific Epoch, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

JLM Pacific Epoch, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, 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 JLM PACIFIC EPOCH, 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