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Sponsor portfolioTH

JJF MANAGEMENT SERVICES, INC.

EIN 52-1044196-building materials-Latest filing 2025
Plans
3
Retirement
2
$119.4M assets
Welfare
1
$725K premiums
Participants
5,816
11411 ROCKVILLE PIKE - ROCKVILLE, MD 208525911301-881-4000LinkedIn1001-5000 employeesbuilding materials
Plans on this EIN
3 filings
#001401k-$65.5M - 2,225 part#002ESOP-$53.9M - 2,141 part#502Fully Insured-$725K - 1,450 lives

Retirement portfolio analytics

2 plans aggregated / $119.4M assets / 4,366 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • INC. 401K PLAN (#001)55%
  • SERVICES, INC. ESOP (#002)45%
Total $119.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
55%top
  • AMERICAN UNITED LIFE INSURANCE CO55%
  • (Not disclosed)45%
Total $119.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. 401K PLAN (#001)2,225
  • SERVICES, INC. ESOP (#002)2,141
Total 4,366Click row to drill in

Benefits portfolio analytics

1 plan / $725K premiums / 1,450 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$331K
  • Health$237K
  • Dental$237K
  • Stop-loss$237K
  • Life$157K
Total $725K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY67%
  • SUN LIFE ASSURANCE COMPANY OF CANADA33%
Total $725K2 slices

Broker market share

Schedule A broker compensation

Split broker
79%top
  • SISCO79%
  • WANADA BUSINESS SERVICES CORP.21%
Total $306K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

JJF MANAGEMENT SERVICES INC. 401K PLAN

401k

Assets$65.5M
Participants2,225
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JJF MANAGEMENT SERVICES, INC. ESOP

ESOP

Assets$53.9M
Participants2,141
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

JJF MGMT SVS EMP HEALTH BENEFIT PLAN

Fully Insured - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$725K
Covered lives1,450
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JJF MANAGEMENT SERVICES INC. 401K PLAN401k$65.5M2,2252024
002JJF MANAGEMENT SERVICES, INC. ESOPESOP$53.9M2,1412025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502JJF MGMT SVS EMP HEALTH BENEFIT PLANFully InsuredLINCOLN NATIONAL LIFE INSURANCE COMPANY$725K1,4502025
Retirement plans
Welfare plans
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