Assets by plan
Share of aggregate retirement assets
77%top
Sponsor portfolio
JFM PLANNING SERVICES, INC.
EIN 46-3097379Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
4
320 PORTOLA DRIVE - SAN MATEO, CA 94403650-349-2274
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 4 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#001
JFM PLANNING SERVICES, INC. 401(K) PLAN & TRUST
401k
Assets$1.5M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
JFM PLANNING SERVICES, INC. DEFINED BENEFIT PLAN & TRUST
TraditionalDB
Assets$454K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JFM PLANNING SERVICES, INC. 401(K) PLAN & TRUST | 401k | $1.5M | 2 | 2025 | |
| 002 | JFM PLANNING SERVICES, INC. DEFINED BENEFIT PLAN & TRUST | TraditionalDB | $454K | 2 | 2025 |
Retirement plans