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  2. JBM MULTIFAMILY, LLC
Sponsor portfolio

JBM MULTIFAMILY, LLC

EIN 46-5557864-Real Estate and Rental and Leasing-Latest filing 2024
Plans
2
Retirement
2
$757K assets
Welfare
0
Participants
11
780 5TH AVE. SOUTH, SUITE 200 - NAPLES, FL 34102813-812-5000
Plans on this EIN
2 filings
#002CashBalance-$496K - 5 part#001401k-$262K - 6 part

Retirement portfolio analytics

2 plans aggregated / $757K assets / 11 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • CASH BALANCE PLAN (#002)65%
  • JBM MULTIFAMILY 401(K) (#001)35%
Total $757KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • JBM MULTIFAMILY 401(K) (#001)6
  • CASH BALANCE PLAN (#002)5
Total 11Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

JBM MULTIFAMILY CASH BALANCE PLAN

CashBalance

Assets$496K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

JBM MULTIFAMILY 401(K) PLAN

401k

Assets$262K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002JBM MULTIFAMILY CASH BALANCE PLANCashBalance$496K52024
001JBM MULTIFAMILY 401(K) PLAN401k$262K62024
Retirement plans
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