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Sponsor portfolio

JIMENEZ, MAZZITELLI & MORDES, LLP

EIN 82-4201432-law practice-Latest filing 2025
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
58
9350 S. DIXIE HWY., PH 5 - MIAMI, FL 33156305-213-9165jmmlawfirm.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$1.9M - 35 part#002CashBalance-$864K - 23 part

Retirement portfolio analytics

2 plans aggregated / $2.8M assets / 58 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • JMM 401(K) (#001)69%
  • JMM RETIREMENT PLAN (#002)31%
Total $2.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • JMM 401(K) (#001)35
  • JMM RETIREMENT PLAN (#002)23
Total 58Click 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#001

JMM 401(K) PLAN

401k

Assets$1.9M
Participants35
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JMM RETIREMENT PLAN

CashBalance

Assets$864K
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JMM 401(K) PLAN401k$1.9M352025
002JMM RETIREMENT PLANCashBalance$864K232025
Retirement plans
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