How big is JMTD Holdings' plan?

JMTD Holdings' plan reported $3K in assets and 1 participants for 2024.

Original filing (PDF)20250422222845NAL0004959537071

JMTD Holdings

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

Form 5500-SF

FILING_RECEIVED

JMTD Holdings 401(k) Plan

401(k) retirement plan · JMTD Holdings' JMTD Holdings 401(k) Plan held $3K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3K

Net assets (EOY)

$3K

People on this filing

QIAN LIU signed JMTD Holdings' 2024 Form 5500 as plan administrator.

QIAN LIU — 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

JMTD Holdings' EIN is 85-3030923.

EIN 85-3030923

Plan number 001

Plan year 2024

ACK ID 20250422222845NAL0004959537071

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

JMTD Holdings' 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 JMTD HOLDINGS.

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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

JMTD HOLDINGS

EIN

all filings

Address

197 S FEDERAL HWY · 300 · BOCA RATON, FL · 33432

Phone

(561) 931-6017

Industry

Professional & Technical Services

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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