How big is JMS Financial Solutions, LLC's plan?

JMS Financial Solutions, LLC's plan reported $265K in assets and 2 participants for 2024.

Original filing (PDF)20250721133456NAL0000619187001

JMS Financial Solutions, LLC

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

Form 5500-SF

FILING_RECEIVED

JMS Financial Solutions, LLC 401(k) & Profit Sharing Plan

401(k) retirement plan · JMS Financial Solutions, LLC's JMS Financial Solutions, LLC 401(k) & Profit Sharing Plan held $265K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$265K

Net assets (EOY)

$265K

Plan identifiers

JMS Financial Solutions, LLC's EIN is 84-4112873.

EIN 84-4112873

Plan number 001

Plan year 2024

ACK ID 20250721133456NAL0000619187001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

JMS Financial Solutions, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JMS FINANCIAL SOLUTIONS, LLC.

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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