Jose Mendoza signed JLM and Co LLP's 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
JLM and Co LLP's EIN is 66-0479116.
Download the official 2025 Form 5500 (PDF) for JLM and Co LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)JLM and Co LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORKEEPER | $7K | — |
| EMPOWER ADVISORY GROUP LLC | — | FORT WAYNE, IN | INVESMGMT | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC FS INC |
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
| — |
| FORT WAYNE, IN |
| BROKER/ADVISER |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT STRATEGIES INC | — | SAN JUAN, PR | CONTRACT ADMIN | $0 | — |
