Original filing (PDF)20250722170634NAL0003494080001

JWM & AFFILIATES, INC.

Name: JWM & AFFILIATES, INC. — JWM & AFFILIATES, INC. RETIREMENT PLAN, Form 5500 (2024)
Creator: JWM & AFFILIATES, INC.

Form 5500-SF

FILING_RECEIVED

JWM & AFFILIATES, INC. RETIREMENT PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$615K

Net assets (EOY)

$615K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JWM & AFFILIATES, INC..

Plan sponsor

Name

JWM & AFFILIATES, INC.

EIN

46-1696154

Address

1320 CALLE ULTIMO · OCEANSIDE, CA · 92056

Phone

(760) 639-2720

Industry