· 2022–2024 · DOL EFAST2

JMMR Services Series LLC — JMMR Services Series LLC, Form 5500 (2025)

Original filing (PDF)20260608094452NAL0010675522001

JMMR Services Series LLC

Form 5500-SF

FILING_RECEIVED

JMMR Services Series LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · JMMR Services Series LLC's JMMR Services Series LLC 401(k) Profit Sharing Plan & Trust held $864K in plan assets for 17 participants in 2025.

Active participants

17

Accounts w/ balance

10

Plan assets (EOY)

$864K

Net assets (EOY)

$864K

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

65

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JMMR SERVICES SERIES LLC.

Plan sponsor

Name

JMMR SERVICES SERIES LLC

EIN

47-2478682all filings

Address

1401 MEDICAL PKWY STE 410B · CEDAR PARK, TX · 786135015

Phone

(512) 260-9191

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-06-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

ERAN Kessous, MD, PC DBA Montgomery Sports Medicine Center

Montgomery Sports Medicine Center 401(k) Profit Sharing Plan

$864K · 15 participants

Rahul L. Patel, MD

Rahul L. Patel, MD 401(k) Profit Sharing Plan and Trust

$864K · 4 participants

Michael G. Oefelein MD Inc.

Michael G. Oefelein MD Inc. Pension Plan

$864K · 6 participants

Michael Kazim, MD, PC

Michael Kazim, MD, PC Profit Sharing Plan

$864K · 2 participants

ABS Medicine LLC

ABS Medicine LLC 401(k) Plan

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.