· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
JMS REAL ESTATE SERVICES, LLC — JMS REAL ESTATE SERVICES, LLC 401(K) PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20250604090646NAL0031032834001
JMS REAL ESTATE SERVICES, LLC
Form 5500-SF
FILING_RECEIVED
JMS REAL ESTATE SERVICES, LLC 401(K) PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
8
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JMS REAL ESTATE SERVICES, LLC
.
Find decision makers
Plan sponsor
Name
JMS REAL ESTATE SERVICES, LLC
EIN
27-3522452
Address
2927 N. MCCORD ROAD, SUITE 200 · TOLEDO, OH · 43615
Phone
(419) 843-4988
Industry
Construction
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-12-01
Tax period
2024-11-30
Filed
2025-06-04
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Construction plans
EMERY LANDCLEARING AND GRADING, INC
EMERY LANDCLEARING AND GRADING, INC. 401(K) PROFIT SHARING PLAN
$1.6M · 3 participants
SYMMETRY MANAGEMENT COMPANY, INC.
SYMMETRY MANAGEMENT COMPANY, INC. 401(K) PLAN
$1.6M · 46 participants
KAT EXCAVATION, INC
KAT EXCAVATION, INC 401(K) PLAN
$1.5M · 68 participants
BLUESTAR USA, INC.
BLUESTAR USA, INC. 401(K) PLAN
$1.6M · 77 participants
TURNER & COMPANY, INC.
TURNER & COMPANY INC 401(K) PROFIT SHARING PLAN AND TRUST
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.5M · 6 participants
ALPINE CONSTRUCTION CORP.
ALPINE CONSTRUCTION CORP. 401(K) PLAN
$1.5M · 15 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants
