How big is Jakel PM Co.'s plan?

Jakel PM Co.'s plan reported $389K in assets and 4 participants for 2024.

Original filing (PDF)20251002142559NAL0000363331001

Jakel PM Co.

Name: Jakel PM Co. — PMI Aspire 401(k) Plan, Form 5500 (2024)
Creator: Jakel PM Co.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PMI Aspire 401(k) Plan

401(k) retirement plan · Jakel PM Co.'s PMI Aspire 401(k) Plan held $389K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$389K

Net assets (EOY)

$389K

Plan identifiers

Jakel PM Co.'s EIN is 93-4106370.

EIN 93-4106370

Plan number 001

Plan year 2024

ACK ID 20251002142559NAL0000363331001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Jakel PM Co.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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.
High average account balance (92nd percentile).

Plan sponsor

Name

JAKEL PM CO.

EIN

all filings

Address

7586 WEST JEWELL AVENUE · SUITE 101 · LAKEWOOD, CO · 80232

Phone

(720) 738-8500

Industry

Real Estate

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

2025-10-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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