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ANTHONY JAMES PARTNERS, LLC — ANTHONY JAMES PARTNERS, LLC CASH BALANCE PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251002083531NAL0000350656001
ANTHONY JAMES PARTNERS, LLC
Form 5500-SF
FILING_RECEIVED
ANTHONY JAMES PARTNERS, LLC CASH BALANCE PLAN AND TRUST
Defined-benefit pension plan
Active participants
16
Accounts w/ balance
—
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ANTHONY JAMES PARTNERS, LLC
.
Find decision makers
Plan sponsor
Name
ANTHONY JAMES PARTNERS, LLC
EIN
20-8601204
Address
3900 WESTERRE PARKWAY, SUITE 300 · HENRICO, VA · 23233
Phone
(804) 727-0070
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
1B · Flat-dollar DB formula
1C · Cash balance or similar hybrid DB
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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