Sponsor portfolio
JMC WEALTH MANAGEMENT, INC.
EIN 36-4417440financial servicesLatest filing 2025
Plans
1
Retirement
1
$1.1M assets
Welfare
0
Participants
13
1017 WEST WASHINGTON ST. - CHICAGO, IL 60607312-751-1900jmcwealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JMC WEALTH MANAGEMENT, INC. 401(K) AND PROFIT SHARING PLAN | 401k | $1.1M | 13 | 2025 |
Retirement plans