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JM WEALTH MANAGEMENT GROUP

EIN 87-0990636-investment management-Latest filing 2025
Plans
1
Retirement
1
$158K assets
Welfare
0
Participants
5
855 HARTER PARKWAY SUITE 310 - YUBA CITY, CA 95993530-674-9300jmwmgroup.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$158K - 5 part

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Retirement#001

JM WEALTH MANAGEMENT GROUP 401(K) PLAN

401k

Assets$158K
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JM WEALTH MANAGEMENT GROUP 401(K) PLAN401k$158K52025
Retirement plans
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