How big is CJM Wealth Advisers, Ltd.'s plan?

CJM Wealth Advisers, Ltd.'s plan reported $10.3M in assets and 21 participants for 2024.

Original filing (PDF)20250501064657NAL0004440224001

CJM Wealth Advisers, Ltd.

Name: CJM Wealth Advisers, Ltd. — CJM Wealth Advisers, Form 5500 (2024)
Creator: CJM Wealth Advisers, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CJM Wealth Advisers, Ltd. 401(k) Plan

401(k) retirement plan · CJM Wealth Advisers, Ltd.'s CJM Wealth Advisers, Ltd. 401(k) Plan held $10.3M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.3M

Net assets (EOY)

$10.3M

People on this filing

David Greene signed CJM Wealth Advisers, Ltd.'s 2024 Form 5500 as plan administrator.

David Greene — 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

CJM Wealth Advisers, Ltd.'s EIN is 54-1093911.

EIN 54-1093911

Plan number 001

Plan year 2024

ACK ID 20250501064657NAL0004440224001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CJM Wealth Advisers, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CJM Wealth Advisers, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CJM WEALTH ADVISERS, LTD..

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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