Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $10.0M assets / 47 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | J.J.M. MEDICAL SERVICES, PC PROFIT SHARING PLAN | 401(k) | $9.7M | 37 | 2025 |
| #002 | J.J.M. MEDICAL, PC SHORT SERVICE 401(K) PLAN | 401(k) | $293K | 10 | 2025 |