Sponsor portfolio
JM PENSION ADVISORY, INC.
EIN 51-1910770financial servicesLatest filing 2024
Plans
1
Retirement
1
$769K assets
Welfare
0
Participants
5
3905 NATIONAL DRIVE, SUITE 375 - BURTONSVILLE, MD 20866301-417-0099jmpension.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 | JM PENSION ADVISORY, INC. 401K PROFIT SHARING PLAN | 401k | $769K | 5 | 2024 |
Retirement plans