Plan Snapshot
- Plan Sponsor: Jmg Financial Group, Ltd.
- Sponsor EIN: 363275370
- Sponsor Address: 2001 BUTTERFIELD RD, SUITE 1400, DOWNERS GROVE, IL, 60515
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 93
- Total Assets: $28.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 93 | $28.5M | $451,026 | $1.2M |
| 2023 | 93 | $23.4M | $430,921 | $1.2M |
| 2022 | 91 | $18.1M | $379,930 | $1.0M |
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