How big is William James College's plan?

William James College's plan reported $4.1M in assets and 100 participants for 2024.

Original filing (PDF)20260310174806NAL0004353379001

William James College

Name: William James College — William James College, Form 5500 (2024)
Creator: William James College
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

William James College Supplemental RET Plan B

Defined-contribution retirement plan · William James College's William James College Supplemental RET Plan B held $4.1M in plan assets for 100 participants in 2024.

Active participants

100

Accounts w/ balance

116

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

People on this filing

Dan Brent signed William James College's 2024 Form 5500 as plan administrator.

Dan Brent — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

William James College's EIN is 04-2620216.

EIN 04-2620216

Plan number 003

Plan year 2024

ACK ID 20260310174806NAL0004353379001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for William James College from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

William James College's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLIAM JAMES COLLEGE.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off