Original filing (PDF)20250603100547NAL0028365890001

MARTIN JOLIC & ASSOCIATES, LLC

Name: MARTIN JOLIC & ASSOCIATES, LLC — MARTIN JOLIC & ASSOCIATES, LLC DBA MJB IMMIGRATION 401(K) PLAN, Form 5500 (2024)
Creator: MARTIN JOLIC & ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

MARTIN JOLIC & ASSOCIATES, LLC DBA MJB IMMIGRATION 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$997K

Net assets (EOY)

$997K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

MARTIN JOLIC & ASSOCIATES, LLC

DBA

MJB IMMIGRATION

EIN

34-1934942

Address

6050 OAK TREE BLVD. - SUITE 250 · INDEPENDENCE, OH · 44131

Phone