Original filing (PDF)20260330125628NAL0020544834001

JLM Advisors, LLC

Name: JLM Advisors, LLC — JLM Advisors, LLC Cash Balance, Form 5500 (2025)
Creator: JLM Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JLM Advisors, LLC Cash Balance Plan

Defined-benefit pension plan · JLM Advisors, LLC's JLM Advisors, LLC Cash Balance Plan filed a Form 5500 for plan year 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

James McManus signed JLM Advisors, LLC's 2025 Form 5500 as plan administrator.

James McManus — 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

JLM Advisors, LLC's EIN is 45-4125460.

EIN 45-4125460

Plan number 002

Plan year 2025

ACK ID 20260330125628NAL0020544834001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for JLM Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

JLM Advisors, LLC's plan includes a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JLM ADVISORS, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off