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Sponsor portfolio

JMG SPECIALTIES

EIN 20-5557833-Manufacturing-Latest filing 2024
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
60
28620 LIVINGSTON AVE. - VALENCIA, CA 91355661-257-0400jmgspecialties.comLinkedIn11-50 employees
Plans on this EIN
2 filings
#001401k-$749K - 32 part#002CashBalance-$547K - 28 part

Retirement portfolio analytics

2 plans aggregated / $1.3M assets / 60 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • JMG SPECIALTIES 401(K) (#001)58%
  • CASH BALANCE PLAN (#002)42%
Total $1.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • JMG SPECIALTIES 401(K) (#001)32
  • CASH BALANCE PLAN (#002)28
Total 60Click 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#001

JMG SPECIALTIES 401(K) PLAN

401k

Assets$749K
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JMG SPECIALTIES CASH BALANCE PLAN

CashBalance

Assets$547K
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JMG SPECIALTIES 401(K) PLAN401k$749K322024
002JMG SPECIALTIES CASH BALANCE PLANCashBalance$547K282024
Retirement plans
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