How big is Jardim & Marotta LLC's plan?

Jardim & Marotta LLC's plan reported $823K in assets and 4 participants for 2024.

Original filing (PDF)20250625134621NAL0011342048001

Jardim & Marotta LLC

Name: Jardim & Marotta LLC — J&M Retirement Plan, Form 5500 (2024)
Creator: Jardim & Marotta LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

J&M Retirement Plan

401(k) retirement plan · Jardim & Marotta LLC's J&M Retirement Plan held $823K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$823K

Net assets (EOY)

$823K

People on this filing

Christie Marotta signed Jardim & Marotta LLC's 2024 Form 5500 as plan administrator.

Christie Marotta — 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

Jardim & Marotta LLC's EIN is 47-5415574.

EIN 47-5415574

Plan number 001

Plan year 2024

ACK ID 20250625134621NAL0011342048001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jardim & Marotta LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jardim & Marotta LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

JARDIM & MAROTTA LLC

EIN

all filings

Address

128 UNION STREET, SUITE 201 · NEW BEDFORD, MA · 02740

Phone

(508) 997-5556

Industry

CPA Offices· Professional & Technical Services

Plan administrator