# Jmg Financial Group, Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/jmg-financial-group-ltd-401k-plan

> Jmg Financial Group, Ltd.'s 401(k) plan: 93 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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)

- **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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