Back to filter
Original filing (PDF)20250408121934NAL0027830432001
JUMPSTART LLC
Form 5500-SF
FILING_RECEIVED
JUMPSTART LLC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
63
Accounts w/ balance
59
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JUMPSTART LLC.
Plan sponsor
Name
JUMPSTART LLC
EIN
26-1743337
Address
8100 WYOMING BLVD NE STE M4 # 406 · ALBUQUERQUE, NM · 871131963
Phone
(505) 264-2153
Industry
Educational Servicessee all
Plan administrator
Name
ERISA FIDUCIARY SERVICES, INC.
EIN
47-1637791
City
HAUPPAUGE, NY
Phone
(631) 249-0500
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-08
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Educational Services plans
CAORC
COUNCIL OF OVERSEAS RESEARCH CENTERS 403 (B) PLAN
$1.8M · 5 participants
WARREN COUNTY HEAD START, INC.
WARREN COUNTY HEAD START, INC. PROFIT SHARING PLAN
$1.8M · 49 participants
THE SOUTHEAST EDUCATIONAL FOUNDATION DBA LEGACY CHRISTIAN ACADEMY
LEGACY CHRISTIAN ACADEMY 403B PLAN
$1.8M · 32 participants
240 TUTORING, INC
240 TUTORING 401K PLAN
$1.8M · 54 participants
STONELEIGH-BURNHAM SCHOOL
STONELEIGH-BURNHAM SCHOOL TDA
$1.8M · 10 participants
BRIGHTMONT, INC.
BRIGHTMONT, INC. RETIREMENT TRUST
$1.8M · 122 participants
Large plans in New Mexico
LAWRENCE LIVERMORE NAT'L SECURITY, LLC AND TRIAD NAT'L SECURITY, LLC
LAWRENCE LIVERMORE NAT'L SECURITY,LLC AND TRIAD NAT'L SECURITY LLC DEFINED BENEFIT PENSION PLAN GROUP TRUST
$10.2B
NATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA, LLC
NTESS SAVINGS AND INCOME PLAN
$7.2B · 15,950 participants
NATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA, LLC
NTESS RETIREMENT INCOME PLAN
$6.2B · 3,118 participants
TRIAD NATIONAL SECURITY, LLC
TRIAD DEFINED BENEFIT PENSION PLAN
$5.6B · 1,851 participants
TRIAD NATIONAL SECURITY, LLC
TRIAD DEFINED CONTRIBUTION PLANS MASTER TRUST
$3.3B
TRIAD NATIONAL SECURITY, LLC
TRIAD 401(K) RETIREMENT PLAN
$2.5B · 12,888 participants