JMP GROUP LLC 401(K) PLAN

Plan Contact

  • Address: 600 MONTGOMERY STREET,,SAN FRANCISCO,CA
  • Contact person: ALLISON MILLER
  • Phone: (415) 835-8951

Plan General Information

JMP GROUP LLC 401(K) PLAN Total Retirement Plan Assets

At the end of 2016, the total retirement plan assets of JMP GROUP LLC 401(K) PLAN is $36,156,589.00.This plan was established in 2009.

JMP GROUP LLC 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2016, the total number of retirement plan participants in JMP GROUP LLC 401(K) PLAN is 297

JMP GROUP LLC 401(K) PLAN Average Participant Retirement Account Value

In 2016, the average participant retirement account value for JMP GROUP LLC 401(K) PLAN is $121,739.00

JMP GROUP LLC 401(K) PLAN Estimated Average Employee Contribution Amount

In 2016, the estimated average employee contribution amount per participant for JMP GROUP LLC 401(K) PLAN is $19,488.00.

JMP GROUP LLC 401(K) PLAN Estimated Average Employer Match

In 2016, the estimated average employer match for an employee in JMP GROUP LLC 401(K) PLAN is approximately $5,166.00
Investing in this additonal $5,166.00 for 20 years would give you extra $330,629.00, assuming a 10% annual return.

JMP GROUP LLC 401(K) PLAN Total Employer Contribution and Match Rate

In 2016, JMP GROUP LLC 401(K) PLAN allocates $1,534,329.00 to match its employees' contributions, providing an employer match rate of 53.02% of their contributions

JMP GROUP LLC 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2016, the total retirement plan asset growth rate of JMP GROUP LLC 401(K) PLAN is 16.30%.

JMP GROUP LLC 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2016, the estimated aggregate retirement account investment gain/loss for JMP GROUP LLC 401(K) PLAN is 8.47%. This measures the effectiveness of the plan participants' investments in the year.

JMP GROUP LLC 401(K) PLAN Expense Ratio

In 2016, the investment and administrative expense ratio of JMP GROUP LLC 401(K) PLAN is 0.09%.

Enrollment Features

JMP GROUP LLC 401(K) PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.

Recent Articles

Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more ...

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 ...) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Get Started

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more ...

Click for tips and plans for income

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this 'lazy' portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan ...