How big is JPM Strategies Inc.'s plan?

JPM Strategies Inc.'s plan reported $471K in assets and 2 participants for 2025.

Original filing (PDF)20260422220151NAL0002208787015

JPM Strategies Inc.

Name: JPM Strategies Inc. — JPM Strategies Inc. 401(k), Form 5500 (2025)
Creator: JPM Strategies Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JPM Strategies Inc. 401(k) Plan

401(k) retirement plan · JPM Strategies Inc.'s JPM Strategies Inc. 401(k) Plan held $471K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$471K

Net assets (EOY)

$471K

People on this filing

Elantha Barry signed JPM Strategies Inc.'s 2025 Form 5500 as plan administrator.

Elantha Barry — 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

JPM Strategies Inc.'s EIN is 82-0813302.

EIN 82-0813302

Plan number 001

Plan year 2025

ACK ID 20260422220151NAL0002208787015

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for JPM Strategies Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

JPM Strategies Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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