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  1. Companies/
  2. JMG Financial Group, Ltd.

Filings through Oct 24, 2026.

JMG Financial Group, Ltd.

EIN 36-3275370-financial services-Latest filing 2025
Plans
1
Retirement
1
$28.8M assets
Health & Benefits
0
Participants
105
2001 BUTTERFIELD RD, SUITE 1400 - DOWNERS GROVE, IL 60515630-571-5252jmgfinancial.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$28.8M - 105 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

JMG FINANCIAL GROUP, LTD. PROFIT SHARING AND 401(K) PLAN AND TRUST

401(k)

Assets$28.8M
Participants105
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001JMG FINANCIAL GROUP, LTD. PROFIT SHARING AND 401(K) PLAN AND TRUST401(k)$28.8M1052025
  • JMG FINANCIAL GROUP, LTD. PROFIT SHARING AND 401(K) PLAN AND TRUST$28.8M
    #001 · 401(k) · 2025105
Retirement plans
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