Original filing (PDF)20250624162519NAL0007065745001

JMV INVESTMENT GROUP, INC

Name: JMV INVESTMENT GROUP, INC — UBS TC OF PR AS TRUSTEE FOR JMV INVESTMENT GROUP, INC, Form 5500 (2024)
Creator: JMV INVESTMENT GROUP, INC

Form 5500-SF

FILING_RECEIVED

UBS TC OF PR AS TRUSTEE FOR JMV INVESTMENT GROUP, INC

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$432K

Net assets (EOY)

$432K

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 average account balance (99th percentile).

Decision-maker contacts

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

Plan sponsor

Name

JMV INVESTMENT GROUP, INC

EIN

66-0573307

Address

250 MUNOZ RIVERA AVE · SAN JUAN, PR · 00918

Phone

(787) 250-3636

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-24

Pension benefit codes

2E · Profit-sharing

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

44 TAP HOUSE INC

44 TAP HOUSE INC 401(K) PROFIT SHARING PLAN & TRUST

$432K · 113 participants

DENVER METRO SECURITY UTC INC.

DENVER METRO SECURITY UTC INC. 401(K) PLAN

$432K · 21 participants

A.E. SCHLUETER PIPE ORGAN SALES AND SERVICE INC.

A.E. SCHLUETER PIPE ORGAN SALES AND SERVICE INC. 401(K) PLAN

$432K · 22 participants

IMPACT BROKERAGE HOLDINGS LLC

IMPACT BROKERAGE HOLDINGS LLC 401(K) PROFIT SHARING PLAN & TRUST

$432K · 27 participants

IMPACT MARKETPLACE, LLC