Original filing (PDF)20250524123043NAL0003345859001

JOEL MERMELSTEIN INS & FINANCIAL SERVICES

Name: JOEL MERMELSTEIN INS & FINANCIAL SERVICES — JM INSURANCE & FINANCIAL SERVICES 401(K) PLAN, Form 5500 (2024)
Creator: JOEL MERMELSTEIN INS & FINANCIAL SERVICES

Form 5500-SF

FILING_RECEIVED

JM INSURANCE & FINANCIAL SERVICES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$85K

Net assets (EOY)

$85K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOEL MERMELSTEIN INS & FINANCIAL SERVICES.

Plan sponsor

Name

JOEL MERMELSTEIN INS & FINANCIAL SERVICES

EIN

92-4028497

Address

22 US 6 L1 · PORT JERVIS, NY · 12771

Phone

(845) 506-2075

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator