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J.M. LUMMIS & COMPANY, INC.

EIN 06-0909285-financial services-Latest filing 2025
Plans
1
Retirement
1
$6.8M assets
Welfare
0
Participants
10
50 LOCUST AVENUE - NEW CANAAN, CT 06840203-966-0005jmlummis.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$6.8M - 10 part

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Retirement#001

J.M. LUMMIS 401(K) PLAN

401k

Assets$6.8M
Participants10
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001J.M. LUMMIS 401(K) PLAN401k$6.8M102025
Retirement plans
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