How big is JFM, LLC's plan?

JFM, LLC's plan reported $1.4M in assets and 2 participants for 2025.

Original filing (PDF)20260311103955NAL0005443616001

JFM, LLC

Name: JFM, LLC — JFM, LLC Cash Balance Plan, Form 5500 (2025)
Creator: JFM, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JFM, LLC Cash Balance Plan

Defined-benefit pension plan · JFM, LLC's JFM, LLC Cash Balance Plan held $1.4M in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

JFM, LLC's EIN is 92-3748488.

EIN 92-3748488

Plan number 001

Plan year 2025

ACK ID 20260311103955NAL0005443616001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for JFM, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

JFM, LLC's plan includes a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JFM, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

JFM, LLC

EIN

all filings

Address

1030 AVIENDA DEL SOL · LAKE HAVASU CITY, AZ · 86406

Phone

(805) 245-1937

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-03-11

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

3B · Covers self-employed individuals

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Service providers (Schedule C)

Small plans don't disclose service providers

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