Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JMI, INC.
EIN 20-2753107Other Services (except Public Administration)Latest filing 2024
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
44
125 WEST 55TH STREET, SUITE 102 - CLARENDON HILLS, IL 60514630-455-2103
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.6M assets / 44 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
JMI MANUFACTURER REPRESENTATIVES 401(K) PLAN
401k
Assets$1.9M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
JMI MANUFACTURER REPRESENTATIVES CASH BALANCE PLAN
CashBalance
Assets$678K
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JMI MANUFACTURER REPRESENTATIVES 401(K) PLAN | 401k | $1.9M | 21 | 2024 | |
| 004 | JMI MANUFACTURER REPRESENTATIVES CASH BALANCE PLAN | CashBalance | $678K | 23 | 2024 |
Retirement plans