How big is JSM & Associates, LLC's plan?

JSM & Associates, LLC's plan reported $4.3M in assets and 309 participants for 2024.

Original filing (PDF)20250509100055NAL0019817360001

JSM & Associates, LLC

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

Form 5500-SF

FILING_RECEIVED

JSM & Associates 401(k) Plan

401(k) retirement plan · JSM & Associates, LLC's JSM & Associates 401(k) Plan held $4.3M in plan assets for 309 participants in 2024.

Signals · 1

No auditor on file

Active participants

309

Accounts w/ balance

158

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

People on this filing

Jayashree Vijay signed JSM & Associates, LLC's 2024 Form 5500 as plan administrator.

Jayashree Vijay — 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

JSM & Associates, LLC's EIN is 26-1660700.

EIN 26-1660700

Plan number 001

Plan year 2024

ACK ID 20250509100055NAL0019817360001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

JSM & Associates, LLC's plan includes 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 JSM & ASSOCIATES, LLC.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Helping the score