Original filing (PDF)20250321150658NAL0008195553001

JEHM LLC

Name: JEHM LLC — JEHM LLC 401K PLAN, Form 5500 (2024)
Creator: JEHM LLC

Form 5500-SF

FILING_RECEIVED

JEHM LLC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$293K

Net assets (EOY)

$293K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

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

Plan sponsor

Name

JEHM LLC

EIN

37-1712264

Address

117 WOODRUFF PLACE CIRCLE · SUITE A · SIMPSONVILLE, SC · 29681

Phone

(864) 527-0482

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-21

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

ACOSTA WEALTH MANAGEMENT, INC.

ACOSTA WEALTH MANAGEMENT 401(K) PLAN

$293K · 3 participants

RMS FINANCIAL INC.

RMS FINANCIAL 401(K) PROFIT SHARING PLAN

$293K · 2 participants

BALDWIN HOUSE MANAGEMENT, LLC

BHM 401(K) PLAN

$293K · 142 participants

JM INVESTMENTS

JM INVESTMENTS 401(K) PLAN

$293K · 7 participants

C.E. SPILLMAN & PARTNERS, LLP

C.E. SPILLMAN & PARTNERS, LLP 401(K) PLAN

$293K · 3 participants