· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
JAMES W. SEWALL COMPANY — JAMES W. SEWALL COMPANY 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250224082856NAL0015833360001
JAMES W. SEWALL COMPANY
Form 5500-SF
FILING_RECEIVED
JAMES W. SEWALL COMPANY 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
49
Accounts w/ balance
82
Plan assets (EOY)
$9.3M
Net assets (EOY)
$9.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JAMES W. SEWALL COMPANY
.
Find decision makers
Plan sponsor
Name
JAMES W. SEWALL COMPANY
EIN
01-0492077
Address
77 EXCHANGE STREET, SUITE 401 · BANGOR, ME · 04401
Phone
(207) 827-4456
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-02-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
AVIROM & ASSOCIATES, INC
AVIROM & ASSOCIATES INC. 401(K) RETIREMENT PLAN
$8.4M · 29 participants
GROVER-HOLLINGSWORTH & ASSOCIATES, INC.
GROVER HOLLINGSWORTH & ASSOCIATES, INC. 401(K) PLAN
$8.3M · 23 participants
SMITH ROBERTS BALDISCHWILER 1, INC.
SMITH ROBERTS BALDISCHWILER 401(K) AND PROFIT SHARING PLAN
$10.6M · 80 participants
SOVEREIGN'S ENGINEERING & SURVEYING HOLDINGS, INC. DBA GASKINS LECRAW
GASKINS LECRAW 401(K) PROFIT SHARING PLAN
$10.6M · 161 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
CIVIL DESIGN SERVICES, INC.
CDS MUERY 401(K) PLAN
$7.9M · 110 participants
MAINELLI WAGNER & ASSOCIATES
MAINELLI WAGNER & ASSOCIATES 401K PROFIT SHARING PLAN
$7.8M · 38 participants
Large plans in Maine
AHOLD DELHAIZE USA SERVICES, LLC
AHOLD DELHAIZE USA SERVICES AND AFFILIATES DEFINED CONTRIBUTION PLANS MASTER TRUST
$6.9B
TD BANK US HOLDING COMPANY
TD 401(K) RETIREMENT PLAN
$6.0B · 32,012 participants
UNUM GROUP
UNUM GROUP 401K RETIREMENT PLAN
$2.5B · 9,413 participants
MAINEHEALTH SERVICES
MAINEHEALTH 403(B) RETIREMENT PLAN
$2.5B · 23,826 participants
UNUM GROUP
UNUM GROUP PENSION PLAN
$1.4B · 2,680 participants
IDEXX LABORATORIES, INC.
IDEXX RETIREMENT AND INCENTIVE SAVINGS PLAN
$1.2B · 6,742 participants
