How big is JMI Realty LLC's plan?

JMI Realty LLC's plan reported $3.5M in assets and 11 participants for 2024.

Original filing (PDF)20250731125345NAL0013247858001

JMI Realty LLC

Name: JMI Realty LLC — JMI Realty LLC 401(k) Profit, Form 5500 (2024)
Creator: JMI Realty LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JMI Realty LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · JMI Realty LLC's JMI Realty LLC 401(k) Profit Sharing Plan & Trust held $3.5M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

People on this filing

Brian Terlip signed JMI Realty LLC's 2024 Form 5500 as plan administrator.

Brian Terlip — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

JMI Realty LLC's EIN is 33-0983524.

EIN 33-0983524

Plan number 001

Plan year 2024

ACK ID 20250731125345NAL0013247858001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

JMI Realty 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 JMI REALTY 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