Sponsor portfolio
JRM FINANCIAL ASSOCIATES LLC
EIN 65-1310406Other Services (except Public Administration)Latest filing 2024
Plans
1
Retirement
1
$138K assets
Welfare
0
Participants
2
3710 N ROOSEVELT BLVD - KEY WEST, FL 330404566305-501-2766jrmfinancialassociates.comLinkedIn1-10 employees
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 | JRM FINANCIAL ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $138K | 2 | 2024 |
Retirement plans