How big is Robert M. James' plan?

Robert M. James' plan reported $5.0M in assets and 4 participants for 2025.

Original filing (PDF)20260212093947NAL0000042611001

Robert M. James

Name: Robert M. James — Robert M. James Profit Sharing, Form 5500 (2025)
Creator: Robert M. James
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert M. James Profit Sharing Plan

Defined-contribution retirement plan · Robert M. James' Robert M. James Profit Sharing Plan held $5.0M in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

People on this filing

Robert James signed Robert M. James' 2025 Form 5500 as plan administrator.

Robert 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

Robert M. James' EIN is 13-3337835.

EIN 13-3337835

Plan number 003

Plan year 2025

ACK ID 20260212093947NAL0000042611001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Robert M. James from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Robert M. James' plan includes profit-sharing.

Decision-maker contacts

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

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

Knocking points off