How big is Jmark Financial LLC's plan?

Jmark Financial LLC's plan reported $307K in assets and 2 participants for 2024.

Original filing (PDF)20250627105744NAL0009323425003

Jmark Financial LLC

Name: Jmark Financial LLC — Jmark Financial LLC Retirement, Form 5500 (2024)
Creator: Jmark Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jmark Financial LLC Retirement Trust

401(k) retirement plan · Jmark Financial LLC's Jmark Financial LLC Retirement Trust held $307K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$307K

Net assets (EOY)

$307K

People on this filing

Plan Sponsor signed Jmark Financial LLC's 2024 Form 5500 as plan administrator.

Plan Sponsor — 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

Jmark Financial LLC's EIN is 82-4762810.

EIN 82-4762810

Plan number 001

Plan year 2024

ACK ID 20250627105744NAL0009323425003

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Jmark Financial LLC'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 JMARK FINANCIAL LLC.

Finding similar companies…

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