How big is JML Financial Inc.'s plan?

JML Financial Inc.'s plan reported $30K in assets and 4 participants for 2024.

Original filing (PDF)20250609152842NAL0014165297001

JML Financial Inc.

Name: JML Financial Inc. — JML Financial Inc. 401(k) Plan, Form 5500 (2024)
Creator: JML Financial Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JML Financial Inc. 401(k) Plan

401(k) retirement plan · JML Financial Inc.'s JML Financial Inc. 401(k) Plan held $30K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$30K

Net assets (EOY)

$30K

People on this filing

John Lugauer signed JML Financial Inc.'s 2024 Form 5500 as plan administrator.

John Lugauer — 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

JML Financial Inc.'s EIN is 26-1532474.

EIN 26-1532474

Plan number 001

Plan year 2024

ACK ID 20250609152842NAL0014165297001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JML Financial Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JML Financial Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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