How big is JGM Funds, LLC's plan?

JGM Funds, LLC's plan reported $8 in assets for 2022.

Original filing (PDF)20230614123834NAL0037455937001

JGM Funds, LLC

Name: JGM Funds, LLC — JGM Funds, LLC 401(k) Profit, Form 5500 (2022)
Creator: JGM Funds, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JGM Funds, LLC 401(k) Profit Sharing Plan -TERM

401(k) retirement plan · JGM Funds, LLC's JGM Funds, LLC 401(k) Profit Sharing Plan -TERM reported $8 in plan assets in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Kelly Durante signed JGM Funds, LLC's 2022 Form 5500 as plan administrator.

Kelly Durante — 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

JGM Funds, LLC's EIN is 46-0830202.

EIN 46-0830202

Plan number 002

Plan year 2022

ACK ID 20230614123834NAL0037455937001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for JGM Funds, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

JGM Funds, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JGM FUNDS, 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

100

Helping the score