· 2022–2024 · DOL EFAST2

JWM Management, Inc. — JWM Management, Inc. 401(k), Form 5500 (2025)

Original filing (PDF)20260625082532NAL0008713617001

JWM Management, Inc.

Form 5500-SF

FILING_RECEIVED

JWM Management, Inc. 401(k) Plan

401(k) retirement plan · JWM Management, Inc.'s JWM Management, Inc. 401(k) Plan held $633K in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

5

Accounts w/ balance

3

Plan assets (EOY)

$633K

Net assets (EOY)

$633K

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

69

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (22nd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JWM MANAGEMENT, INC..

Plan sponsor

Name

JWM MANAGEMENT, INC.

EIN

59-2975844all filings

Address

1229 SOUTH TAMIAMI TRAIL · SARASOTA, FL · 34239

Phone

(941) 342-1754

Industry

Real Estate

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

2026-06-25

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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