JMB-III Holdco 401(k) match, vesting and fees
What JMB-III Holdco's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Ascensus LLC | Schedule C ↗ |
| Independent auditor | Mauldin & Jenkins (qualified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| JMB-III Holdco: employer contribution per participant | $6,991 | |
| Peer median | $2,521 |
| JMB-III Holdco: average balance | $39,353 | |
| Peer median | $75,833 |
| JMB-III Holdco: admin expenses ÷ assets | 0.30% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $5.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 141 | $5.5M | $986K | $6,991 | 0.30% | Not published | Form 5500 ↗ |
Common questions
Does JMB-III Holdco match 401(k) contributions?
The match terms for the Jmb-Iii Holdco, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $986K in employer contributions, about $6,991 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the JMB-III Holdco 401(k) match vested?
The vesting schedule for the Jmb-Iii Holdco, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the JMB-III Holdco 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Ascensus LLC. The plan administrator is Jmb-Iii Holdco, Inc.
I left JMB-III Holdco. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Jmb-Iii Holdco, Inc, (678) 878-4546) or the recordkeeper, Ascensus LLC. The JMB-III Holdco old 401(k) page lists the contacts from every plan filing. Find an old JMB-III Holdco 401(k)
Data from the public Form 5500 annual reports JMB-III Holdco filed with the U.S. Department of Labor (plan years 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with JMB-III Holdco. Not financial advice. Report a correction · Methodology