Search public Form 5500 filings

Plans

• planJ&M Family Management, LLC 401(K) PlanFinancial statementProvider compensation2023 filing
  Sponsor: J&M Family Management, LLCEIN: 26-3169829Plan: 001Participants: 318Assets: $3,717,710Location: Grapevine, TXLatest: 2023
• planJ&M Family Management Wrap Plan2023 filing
  Sponsor: J&M Family ManagementEIN: 26-3169829Plan: 501Participants: 155Assets: not reported in the loaded datasetLocation: Grapevine, TXLatest: 2023