Plan Snapshot
- Plan Sponsor: Jmj Financial
- Sponsor EIN: 330508282
- Sponsor Address: 26800 ALISO VIEJO PARKWAY, ALISO VIEJO, CA, 92656
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 139
- Total Assets: $4.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 139 | $4.8M | $0 | $0 |
| 2024 | 117 | $3.7M | $0 | $473,220 |
| 2023 | 83 | $3.2M | $0 | $423,178 |
| 2022 | 104 | $2.6M | $0 | $568,515 |