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Original filing (PDF)20240730192844NAL0046761762001
JMW MANAGEMENT SERVICES LLC
Form 5500-SF
FILING_RECEIVED
TW ENTERPRISES IN PROFIT SHARING PLAN TRUST
Defined-benefit pension plan
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$10.5M
Net assets (EOY)
$10.5M
Plan health score (directional)
87
/ 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
100
Participation health
90
Knocking points off
- 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JMW MANAGEMENT SERVICES LLC.
Plan sponsor
Name
JMW MANAGEMENT SERVICES LLC
EIN
47-1824003
Address
PO BOX 8855 · FALLS CHURCH, VA · 220418855
Phone
(703) 534-1040
Industry
Finance & Insurancesee all
Plan administrator
Name
WARREN W TAYLOR JR
EIN
90-0419348
City
FALLS CHURCH, VA
Phone
(703) 534-1040
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-07-30
Pension benefit codes
1A · Pay-related DB formula
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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