How big is KMJ Financial Group LLC's plan?

KMJ Financial Group LLC's plan reported $1.4M in assets and 3 participants for 2024.

Original filing (PDF)20250728045313NAL0001555233001

KMJ Financial Group LLC

Name: KMJ Financial Group LLC — KMJ Financial Group, Form 5500 (2024)
Creator: KMJ Financial Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KMJ Financial Group, L.L.C. 401(k) Plan

401(k) retirement plan · KMJ Financial Group LLC's KMJ Financial Group, L.L.C. 401(k) Plan held $1.4M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

KMJ Financial Group LLC's EIN is 27-1853524.

EIN 27-1853524

Plan number 001

Plan year 2024

ACK ID 20250728045313NAL0001555233001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

KMJ Financial Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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