How big is PM & J, LLC's plan?

PM & J, LLC's plan reported $3.6M in assets and 82 participants for 2024.

Original filing (PDF)20250813102336NAL0008036419001

PM & J, LLC

Name: PM & J, LLC — PM & J 401(k) Retirement Plan, Form 5500 (2024)
Creator: PM & J, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PM & J 401(k) Retirement Plan

401(k) retirement plan · PM & J, LLC's PM & J 401(k) Retirement Plan held $3.6M in plan assets for 82 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan identifiers

PM & J, LLC's EIN is 20-5845916.

EIN 20-5845916

Plan number 001

Plan year 2024

ACK ID 20250813102336NAL0008036419001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

PM & J, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

PM & J, LLC

EIN

all filings

Address

6101 BAKER RD · SUITE 207 · MINNETONKA, MN · 553455959

Phone

(763) 204-8378

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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