Jmi Services, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Jmi Services, LLC
  • Sponsor EIN: 800208695
  • Sponsor Address: 12265 EL CAMINO REAL STE 150, SAN DIEGO, CA, 921304096
  • Plan Type: 401(k)
  • Total Participants: 13
  • Total Assets: $8.9M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202413$8.9M$0$180,440
20238$8.8M$0$179,375
20229$8.4M$0$253,647

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