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Original filing (PDF)20251015205019NAL0002996483001
J.M.J., LLC
Form 5500-SF
FILING_RECEIVED
J.M.J., LLC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
61
Accounts w/ balance
8
Plan assets (EOY)
$287K
Net assets (EOY)
$287K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- Only 13% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for J.M.J., LLC.
Plan sponsor
Name
J.M.J., LLC
EIN
86-0822116
Address
5535 W. GLENN DRIVE · GLENDALE, AZ · 85029
Phone
(623) 463-2885
Industry
Accommodation & Food Servicessee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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