How big is JAM Investment Management LLLP's plan?

JAM Investment Management LLLP's plan reported $747K in assets and 2 participants for 2024.

Original filing (PDF)20251006115437NAL0006385168001

JAM Investment Management LLLP

Name: JAM Investment Management LLLP — JAM Investment, Form 5500 (2024)
Creator: JAM Investment Management LLLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JAM Investment Management 401(k) Plan

401(k) retirement plan · JAM Investment Management LLLP's JAM Investment Management 401(k) Plan held $747K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$747K

Net assets (EOY)

$747K

People on this filing

Marianne Kilcoyne signed JAM Investment Management LLLP's 2024 Form 5500 as plan administrator.

Marianne Kilcoyne — 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

JAM Investment Management LLLP's EIN is 46-5242085.

EIN 46-5242085

Plan number 001

Plan year 2024

ACK ID 20251006115437NAL0006385168001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JAM Investment Management LLLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JAM Investment Management LLLP'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 JAM INVESTMENT MANAGEMENT LLLP.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score