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Original filing (PDF)20251015192028NAL0002912915001
JMA SOLUTIONS, LLC
Form 5500
FILING_RECEIVED
JMA SOLUTIONS, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
98
Accounts w/ balance
115
Plan assets (EOY)
$9.3M
Net assets (EOY)
$9.3M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: LINCOLN LIFE SEPARATE ACCOUNT 4K (extraction pending)]" is 100% of plan.
- 68 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JMA SOLUTIONS, LLC.
Plan sponsor
Name
JMA SOLUTIONS, LLC
EIN
47-2815850
Address
600 MARYLAND AVENUE SW SUITE 800E · WASHINGTON, DC · 20024
Phone
(202) 465-8205
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
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)
Audit & trust (Schedule H)
Auditor
PENAN & SCOTT, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEALTHCARE ADVISORY PARTNERS LLC | — | LEESBURG, VA | SERVICE PROVIDER | $44K | — |
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $19K | — |
Investments
1 pooled fund· $8.8M(95% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LINCOLN LIFE SEPARATE ACCOUNT 4K LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 402 | Pooled Separate Account | — | — | $8.8M | 95.0% |
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