How big is David-James LLC's plan?

David-James LLC's plan reported $5.8M in assets and 13 participants for 2025.

Original filing (PDF)20260513100917NAL0007451553001

David-James LLC

Name: David-James LLC — David - James LLC 401(k) Profit, Form 5500 (2025)
Creator: David-James LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David - James LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · David-James LLC's David - James LLC 401(k) Profit Sharing Plan & Trust held $5.8M in plan assets for 13 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.8M

Net assets (EOY)

$5.8M

People on this filing

David T Brulinski signed David-James LLC's 2025 Form 5500 as plan administrator.

David T Brulinski — 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

David-James LLC's EIN is 20-2480570.

EIN 20-2480570

Plan number 001

Plan year 2025

ACK ID 20260513100917NAL0007451553001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

David-James LLC'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 DAVID-JAMES LLC.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

DAVID-JAMES LLC

EIN

all filings

Address

9524 BELAIR RD STE 202 · BALTIMORE, MD · 212361544

Phone

(410) 248-1000

Industry

CPA Offices· Professional & Technical Services

Plan administrator