How big is JM Investments' plan?

JM Investments' plan reported $293K in assets and 7 participants for 2024.

Original filing (PDF)20251010152739NAL0012902368001

JM Investments

Name: JM Investments — JM Investments 401(k) Plan, Form 5500 (2024)
Creator: JM Investments
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JM Investments 401(k) Plan

401(k) retirement plan · JM Investments' JM Investments 401(k) Plan held $293K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$293K

Net assets (EOY)

$293K

People on this filing

Jeffrey Eischen signed JM Investments' 2024 Form 5500 as plan administrator.

Jeffrey Eischen — 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

JM Investments' EIN is 81-4179350.

EIN 81-4179350

Plan number 001

Plan year 2024

ACK ID 20251010152739NAL0012902368001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JM Investments from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JM Investments' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

JM INVESTMENTS

EIN

all filings

Address

421 SE WASHINGTON ST. · HILLSBORO, OR · 97123

Phone

(971) 727-8434

Industry

Finance & Insurance

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

2025-10-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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