How big is Alexander James & Co's plan?

Alexander James & Co's plan reported $1.4M in assets and 3 participants for 2024.

Original filing (PDF)20250621051702NAL0002695891001

Alexander James & Co

Name: Alexander James & Co — Alexander James 401(k) Plan, Form 5500 (2024)
Creator: Alexander James & Co
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Alexander James 401(k) Plan

401(k) retirement plan · Alexander James & Co's Alexander James 401(k) Plan held $1.4M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Kamlesh Jadav signed Alexander James & Co's 2024 Form 5500 as plan administrator.

Kamlesh Jadav — 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

Alexander James & Co's EIN is 11-3535778.

EIN 11-3535778

Plan number 001

Plan year 2024

ACK ID 20250621051702NAL0002695891001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Alexander James & Co's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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