· 2022–2024 · DOL EFAST2

JPM REAL ESTATE SERVICES LLC — JPM REAL ESTATE SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)

Original filing (PDF)20250529134337NAL0013601504001

JPM REAL ESTATE SERVICES LLC

Form 5500-SF

FILING_RECEIVED

JPM REAL ESTATE SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

2

Accounts w/ balance

1

Plan assets (EOY)

$112K

Net assets (EOY)

$112K

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

65

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).

Decision-maker contacts

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

Plan sponsor

Name

JPM REAL ESTATE SERVICES LLC

EIN

83-1593891

Address

60 S MERKLE RD · COLUMBUS, OH · 432091979

Phone

(614) 989-9968

Industry

Real Estatesee 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

2025-05-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

WEALTH MARKET LLC

WEALTH MARKET 401K

$112K · 5 participants

BARRON TITLE AGENCY, LLC

BARRON TITLE AGENCY 401(K) PLAN

$112K · 8 participants

SF REAL ESTATE PARTNERS DBA RUCKER SCHWARTZ GROUP

RSG 401(K) PLAN

$112K · 1 participants

MIREALSOURCE INC

MIREALSOURCE INC 401(K) PROFIT SHARING PLAN & TRUST

$112K · 23 participants

HODSON DEVELOPMENT LLC

HODSON DEVELOPMENT LLC 401(K) PLAN

$112K · 8 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.