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Sponsor portfolio

JMS PROPERTIES, INC.

EIN 65-1089356-Administrative and Support and Waste Management and Remediation Services-Latest filing 2025
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
22
1127 ROYAL PALM BEACH BLVD. - ROYAL PALM BEACH, FL 33411561-798-6245
Plans on this EIN
2 filings
#002CashBalance-$1.5M - 5 part#001401k-$364K - 17 part

Retirement portfolio analytics

2 plans aggregated / $1.9M assets / 22 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • CASH BALANCE PLAN (#002)81%
  • PROPERTIES, INC. 401(K) (#001)19%
Total $1.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROPERTIES, INC. 401(K) (#001)17
  • CASH BALANCE PLAN (#002)5
Total 22Click 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

JMS PROPERTIES, INC. CASH BALANCE PLAN

CashBalance

Assets$1.5M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

JMS PROPERTIES, INC. 401(K) PLAN

401k

Assets$364K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002JMS PROPERTIES, INC. CASH BALANCE PLANCashBalance$1.5M52025
001JMS PROPERTIES, INC. 401(K) PLAN401k$364K172025
Retirement plans
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