Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JMS REAL ESTATE SERVICES, LLC
EIN 27-3522452commercial real estateLatest filing 2025
Plans
2
Retirement
2
$5.4M assets
Welfare
0
Participants
15
2754 CENTENNIAL ROAD - TOLEDO, OH 43617419-843-4988jmsrealestate.comLinkedIn1-10 employeescommercial real estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.4M assets / 15 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#003
JMS REAL ESTATE SERVICES, LLC PENSION PLAN
CashBalance
Assets$3.4M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JMS REAL ESTATE SERVICES, LLC 401(K) PLAN
401k
Assets$2.0M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | JMS REAL ESTATE SERVICES, LLC PENSION PLAN | CashBalance | $3.4M | 7 | 2025 | |
| 002 | JMS REAL ESTATE SERVICES, LLC 401(K) PLAN | 401k | $2.0M | 8 | 2025 |
Retirement plans
Welfare plans