Michelle Kinzer signed JMR Employees, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
JMR Employees, LLC's EIN is 92-1973961.
Download the official 2024 Form 5500 (PDF) for JMR Employees, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)JMR Employees, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KINGSWOOD WEALTH ADVISORS, LLC | — | SCOTTSDALE, AZ |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMF 2035 TARGET DATE R2E | Registered Investment Companies | — | — | $408K | 19.2% | |
| AMF 2030 TARGET DATE R2E | Registered Investment Companies | — | — | $346K | 16.3% | |
| AMF 2050 TARGET DATE R2E | Registered Investment Companies | — | — | $275K | 13.0% | |
| AMF 2055 TARGET DATE - R2E | Registered Investment Companies | — | — | $218K | 10.3% | |
| AMF GROWTH AND INCOME PORT R2E 492 REGISTERED INVESTMENT COMPANY AMF 2060 TARGET DATE R2E | Registered Investment Companies | — | — | $199K | 9.4% | |
| AMF 2045 TARGET DATE R2E | Registered Investment Companies | — | — | $134K | 6.3% | |
| AMF 2025 TARGET DATE R2E | Registered Investment Companies | — | — | $127K | 6.0% | |
| AMF 2040 TARGET DATE R2E | Registered Investment Companies | — | — | $107K | 5.1% | |
| AMF 2065 TARGET DATE R2E | Registered Investment Companies | — | — | $83K | 3.9% | |
| AMF GROWTH FUND OF AMERICA R2E | Registered Investment Companies | — | — | $57K | 2.7% | |
| AMF GLOBAL GROWTH PORT R2E | Registered Investment Companies | — | — | $32K | 1.5% | |
| AMF CAP WRLD GR & INC R2E | Registered Investment Companies | — | — | $29K | 1.3% | |
| BOND FUND OF AMER R2E | Registered Investment Companies | — | — | $22K | 1.1% | |
| AMERICAN US GOV MONEY MKT R2E | Registered Investment Companies | — | — | $16K | 0.8% | |
| AMERICAN FUNDS AMCAP R2E | Registered Investment Companies | — | — | $12K | 0.6% | |
| WASHINGTON MUTUAL INV R2E | Registered Investment Companies | — | — | $11K | 0.5% | |
| AMF SMALL CAP WORLD FUND R2E | Registered Investment Companies | — | — | $11K | 0.5% | |
| AMERICAN BALANCED R2E | Registered Investment Companies | — | — | $7K | 0.3% | |
| AMERICAN MOD GRTHINC PORT R2E | Registered Investment Companies | — | — | $7K | 0.3% | |
| THE NEW ECONOMY R-2E | Registered Investment Companies | — | — | $6K | 0.3% | |
| AMF NEW PERSPECTIVE FUND R2E | Registered Investment Companies | — | — | $6K | 0.3% | |
| AMF 2015 TARGET DATE R2E | Registered Investment Companies | — | — | $3K | 0.2% | |
| AMF 2020 TARGET DATE R2E | Registered Investment Companies | — | — | $3K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| OTHER SERVICES |
| $0 |
| — |
