Original filing (PDF)20250509100055NAL0019817360001

JSM & ASSOCIATES, LLC

Name: JSM & ASSOCIATES, LLC — JSM & ASSOCIATES 401(K) PLAN, Form 5500 (2024)
Creator: JSM & ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

JSM & ASSOCIATES 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

309

Accounts w/ balance

158

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JSM & ASSOCIATES, LLC.

Plan sponsor

Name

JSM & ASSOCIATES, LLC

EIN

26-1660700

Address

1321 APOPKA AIRPORT ROAD · HANGAR #101 · APOPKA, FL · 32712

Phone

(352) 383-2600

Industry

Manufacturingsee all

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

2025-05-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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