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Sponsor portfolio

J.J.M. MEDICAL SERVICES, INC.PC

EIN 04-3431956-medical practice-Latest filing 2024
Plans
2
Retirement
2
$8.2M assets
Welfare
0
Participants
59
6 REED STREET - WATERFORD, CT 06385860-460-7931LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filings
#003401k-$8.0M - 35 part#002401k-$215K - 24 part

Retirement portfolio analytics

2 plans aggregated / $8.2M assets / 59 participants

Assets by plan

Share of aggregate retirement assets

97%top
  • PROFIT SHARING PLAN (#003)97%
  • SHORT SERVICE 401(K) (#002)3%
Total $8.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#003)35
  • SHORT SERVICE 401(K) (#002)24
Total 59Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

J.J.M. MEDICAL SERVICES, PC PROFIT SHARING PLAN

401k

Assets$8.0M
Participants35
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

J.J.M. MEDICAL, PC SHORT SERVICE 401(K) PLAN

401k

Assets$215K
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003J.J.M. MEDICAL SERVICES, PC PROFIT SHARING PLAN401k$8.0M352024
002J.J.M. MEDICAL, PC SHORT SERVICE 401(K) PLAN401k$215K242024
Retirement plans
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