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  1. Companies/
  2. JLM Advisors, LLC

Filings through Oct 24, 2026.

JLM Advisors, LLC

EIN 45-4125460-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$1.5M assets
Health & Benefits
0
Participants
3
6235 CARNEGIE BLVD - CHARLOTTE, NC 28211704-578-1680
Plans on this EIN
1 filing
#002Cash balance-$1.5M - 3 part

Plan summaries

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

Retirement#002

JLM ADVISORS, LLC CASH BALANCE PLAN

Cash balance

Assets$1.5M
Participants3
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
#002JLM ADVISORS, LLC CASH BALANCE PLANCash balance$1.5M32025
  • JLM ADVISORS, LLC CASH BALANCE PLAN$1.5M
    #002 · Cash balance · 20253
Retirement plans
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