Original filing (PDF)20230620162525NAL0043690913001

JMSTHOLDINGS, LLC

Name: JMSTHOLDINGS, LLC — JMST HOLDINGS LLC DEFINED BENEFIT PENSION PLAN, Form 5500 (2022)
Creator: JMSTHOLDINGS, LLC

Form 5500-SF

FILING_RECEIVED

JMST HOLDINGS LLC DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JMSTHOLDINGS, LLC.

Plan sponsor

Name

JMSTHOLDINGS, LLC

EIN

27-4016504

Address

245 SAW MILL RIVER ROAD · SUITE 105 · HAWTHORNE, NY · 10532

Phone

(914) 907-7150

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-06-20

Pension benefit codes

1A · Pay-related DB formula

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 providers

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