Original filing (PDF)20250528205118NAL0013358384001

COOK & JAMES, LLC

Name: COOK & JAMES, LLC — COOK & JAMES AND AFFILIATES 401(K) PLAN, Form 5500 (2024)
Creator: COOK & JAMES, LLC

Form 5500-SF

FILING_RECEIVED

COOK & JAMES AND AFFILIATES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$704K

Net assets (EOY)

$704K

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 (90th percentile).

Decision-maker contacts

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

Plan sponsor

Name

COOK & JAMES, LLC

EIN

20-4404035all filings

Address

295 W CROSSVILLE RD, SUITE 430 · ROSWELL, GA · 30075

Phone

(404) 542-4661

Industry