How big is JKM Strategic Financial Group, LLP's plan?

JKM Strategic Financial Group, LLP's plan reported $2.4M in assets and 20 participants for 2024.

Original filing (PDF)20250717094534NAL0000074849010

JKM Strategic Financial Group, LLP

Name: JKM Strategic Financial Group, LLP — JKM Strategic, Form 5500 (2024)
Creator: JKM Strategic Financial Group, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JKM Strategic Financial Group, LLP 401(k) Plan

401(k) retirement plan · JKM Strategic Financial Group, LLP's JKM Strategic Financial Group, LLP 401(k) Plan held $2.4M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Mary Deberardinis signed JKM Strategic Financial Group, LLP's 2024 Form 5500 as plan administrator.

Mary Deberardinis — 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

JKM Strategic Financial Group, LLP's EIN is 74-3055452.

EIN 74-3055452

Plan number 001

Plan year 2024

ACK ID 20250717094534NAL0000074849010

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JKM Strategic Financial Group, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JKM Strategic Financial Group, LLP'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 JKM STRATEGIC FINANCIAL GROUP, LLP.

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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