Original filing (PDF)20250813125121NAL0020223602001

J & M MANAGEMENT SERVICES

Name: J & M MANAGEMENT SERVICES — J & M MANAGEMENT SERVICES RETIREMENT PLAN, Form 5500 (2024)
Creator: J & M MANAGEMENT SERVICES

Form 5500-SF

FILING_RECEIVED

J & M MANAGEMENT SERVICES RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$970K

Net assets (EOY)

$970K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for J & M MANAGEMENT SERVICES.

Plan sponsor

Name

J & M MANAGEMENT SERVICES

EIN

27-0765475

Address

11636 S. HIGHWAY 3 · LOUISA, KY · 412306595

Phone

(619) 402-4084

Industry

Admin Support & Waste Mgmtsee 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

2025-08-13

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)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Admin Support & Waste Mgmt plans

SCE ENVIRONMENTAL GROUP INC

SCE ENVIRONMENTAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST

$968K · 130 participants

HMG LLC

HMG LLC 401(K) P/S PLAN

$974K · 26 participants

OAK HILL GARBAGE DISPOSAL, INC.

OAK HILL GARBAGE DISPOSAL, INC., PROFIT SHARING PLAN

$966K · 46 participants

WOLF SOLUTIONS GROUP, INC.

WOLF SOLUTIONS GROUP, INC. 401(K) PROFIT SHARING PLAN & TRUST

$982K · 12 participants

CEP CONSULTANTS INC.

CEP CONSULTANTS INC 401(K) PROFIT SHARING PLAN & TRUST