Back to filter
Original filing (PDF)20250725134510NAL0006703041001
JAMES W. NORMAN
Form 5500-SF
FILING_RECEIVED
JAMES W. NORMAN 401(K) PLAN
401(k) retirement plan
Active participants
1
Accounts w/ balance
—
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JAMES W. NORMAN.
Plan sponsor
Name
JAMES W. NORMAN
EIN
01-0951536
Address
5225 SE 39TH LOOP · OCALA, FL · 344800638
Phone
(352) 368-1924
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-25
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Retail Trade plans
B-T TILE & CARPET COMPANY
B-T TILE & CARPET COMPANY 401(K) PLAN
$1.3M · 7 participants
SUN LUMBER COMPANY LLC
SUN LUMBER COMPANY LLC 401(K) PLAN
$1.3M · 32 participants
WARREN HOLLOW METAL DOORS & FRAMES, INC.
WARREN HOLLOW METAL DOORS & FRAMES, INC. 401K PLAN
$1.3M · 32 participants
CONTRACTORS BUILDING SUPPLY & HARDWARE, INC.
CONTRACTORS BUILDING SUPPLY 401(K) RETIREMENT PLAN
$1.3M · 58 participants
PREMIER GRANITE & STONE, LLC
PREMIER GRANITE & STONE, LLC 401(K) PLAN
$1.3M · 72 participants
GARCO SUPPLY COMPANY DBA BUILDERS LUMBER COMPANY
BUILDERS LUMBER COMPANY PROFIT SHARING PLAN & TRUST
$1.3M · 25 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants