How big is JLM Management's plan?

JLM Management's plan reported $1.6M in assets and 554 participants for 2024.

Original filing (PDF)20251013110145NAL0001160913001

JLM Management

Name: JLM Management — JLM 401(k) Plan, Form 5500 (2024)
Creator: JLM Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JLM 401(k) Plan

401(k) retirement plan · JLM Management's JLM 401(k) Plan held $1.6M in plan assets for 554 participants in 2024.

Signals · 1

No auditor on file

Active participants

554

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

JLM Management's EIN is 41-1807021.

EIN 41-1807021

Plan number 001

Plan year 2024

ACK ID 20251013110145NAL0001160913001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

JLM Management'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 JLM MANAGEMENT.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (0th percentile).

Helping the score