How big is BW James LLP's plan?

BW James LLP's plan reported $2.9M in assets and 8 participants for 2024.

Original filing (PDF)20250508084451NAL0026586690001

BW James LLP

Name: BW James LLP — B. W. James 401(k) Plan, Form 5500 (2024)
Creator: BW James LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

B. W. James 401(k) Plan

401(k) retirement plan · BW James LLP's B. W. James 401(k) Plan held $2.9M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Barry James signed BW James LLP's 2024 Form 5500 as plan administrator.

Barry James — 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

BW James LLP's EIN is 05-0542770.

EIN 05-0542770

Plan number 001

Plan year 2024

ACK ID 20250508084451NAL0026586690001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

BW James LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

Finding similar companies…

Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

BW JAMES LLP

EIN

all filings

Address

721 E TEXAS AVENUE · BAYTOWN, TX · 77520

Phone

(281) 420-1040

Industry

CPA Offices· Professional & Technical Services

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

2025-05-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

Peterson and Peterson PC

Peterson and Peterson PC 401(k) Profit Sharing Plan & Trust

$2.9M · 9 participants

Mermelstein Hidalgo, LLP

Mhllp 401(k) Plan

$2.9M · 8 participants

Arnold J Hodes & Co CPAS PLLC

Arnold J Hodes & Co PLLC Employees Profit Sharing &* 401(k) Plan

$2.9M

Summit Asset Management, Inc.

Summit Asset Management, Inc. 401(k) Plan

$2.9M · 8 participants

Reuben G. Wicklund, CPA, Inc.

Reuben G. Wicklund, CPA, Inc. Profit Sharing Plan

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.