How big is Jim's Management Co., Inc.'s plan?

Jim's Management Co., Inc.'s plan reported $726K in assets and 118 participants for 2024.

Original filing (PDF)20250925160424NAL0010729843001

Jim's Management Co., Inc.

Name: Jim's Management Co., Inc. — Jim's Management Co., Form 5500 (2024)
Creator: Jim's Management Co., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jim's Management Co., Inc. 401(k) Plan

401(k) retirement plan · Jim's Management Co., Inc.'s Jim's Management Co., Inc. 401(k) Plan held $726K in plan assets for 118 participants in 2024.

Active participants

118

Accounts w/ balance

Plan assets (EOY)

$726K

Net assets (EOY)

$726K

Plan identifiers

Jim's Management Co., Inc.'s EIN is 43-1930023.

EIN 43-1930023

Plan number 001

Plan year 2024

ACK ID 20250925160424NAL0010729843001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Jim's Management Co., Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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 IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Helping the score