How big is James M. Riley's plan?

James M. Riley's plan reported $777K in assets and 1 participants for 2024.

Original filing (PDF)20251012190200NAL0000467137002

James M. Riley

Name: James M. Riley — James M. Riley, C.P.A., Form 5500 (2024)
Creator: James M. Riley
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James M. Riley, C.P.A.

401(k) retirement plan · James M. Riley's James M. Riley, C.P.A. held $777K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$777K

Net assets (EOY)

$777K

People on this filing

James M. Riley signed James M. Riley's 2024 Form 5500 as plan administrator.

James M. Riley — 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

James M. Riley's EIN is 13-4038703.

EIN 13-4038703

Plan number 001

Plan year 2024

ACK ID 20251012190200NAL0000467137002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

James M. Riley's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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.
High average account balance (100th percentile).

Plan sponsor

Name

JAMES M. RILEY

DBA

JAMES M RILEY INDIVIDUAL 401 K

EIN

all filings

Address

16 MERIWETHER TRAIL · CONGERS, NY · 10920

Phone

(845) 268-2467

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

2025-10-12

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

3B · Covers self-employed individuals

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

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 providers

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