Original filing (PDF)20241217071825NAL0001313859001

JMS SENIOR LIVING

Name: JMS SENIOR LIVING — JMS SENIOR LIVING 401(K), Form 5500 (2023)
Creator: JMS SENIOR LIVING

Form 5500

FILING_RECEIVED

JMS SENIOR LIVING 401(K)

401(k) retirement plan

Signals · 1

Late participant contributions

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

2 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 13K.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JMS SENIOR LIVING.

Plan sponsor

Name

JMS SENIOR LIVING

EIN

47-5385213all filings

Address

3225 EMERALD LN · JEFFERSON CITY, MO · 65109

Phone

(573) 556-6240

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-03-27

Filed

2024-12-17

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ALERUS RETIREMENT SOLUTIONS	45-0140105	GRAND FORKS, ND	NONE	$11K	—

Investments

2 pooled funds· $0

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.

			% of plan
METLIFE GAC 25554 METLIFE · EIN 30-0641353 / PN 001	Common Collective Trust	$0	—
ALTA TRUST BUILD BOND INNOVATION ALTA · EIN 81-2787171 / PN 001	Common Collective Trust	$0	—