· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
JLM ADVISORS, LLC — JLM ADVISORS, LLC CASH BALANCE PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250804111227NAL0001236147001
JLM ADVISORS, LLC
Form 5500-SF
FILING_RECEIVED
JLM ADVISORS, LLC CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
85
/ 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
75
Total plan cost
75
Vendor stack
75
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JLM ADVISORS, LLC
.
Find decision makers
Plan sponsor
Name
JLM ADVISORS, LLC
EIN
45-4125460
Address
6235 CARNEGIE BLVD · CHARLOTTE, NC · 28211
Phone
(704) 578-1680
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-04
Pension benefit codes
1B · Flat-dollar DB formula
1C · Cash balance or similar hybrid DB
1I · Frozen plan — no new benefit accrual
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
GREEN INVESTMENTS LLC
GREEN INVESTMENTS 401(K) PROFIT SHARING PLAN & TRUST
$1.4M · 3 participants
MTM GROUP, LLC
MTM GROUP, LLC 401(K) PROFIT SHARING PLAN
$1.4M · 6 participants
ROBERT L. OSTENBERG
ROBERT L. OSTENBERG 401(K) PROFIT SHARING PLAN
$1.4M · 3 participants
BLASER INVESTMENT MANAGEMENT GROUP
BLASER INVESTMENT MANAGEMENT GROUP 401K PROFIT SHARING PLAN
$1.4M · 4 participants
WEALTH PLANNING GROUP
WEALTH PLANNING GROUP 401(K) PROFIT SHARING PLAN
90
Knocking points off
Plan is frozen (1I) — no new benefit accrual.
No active participants reported but plan still holds assets.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Small plan (5500-SF) — Schedule H data not available.
$1.4M · 5 participants
CONCIERGE BENEFIT SERVICES, L.LC.
CONCIERGE 401(K) PLAN
$1.4M · 31 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
