Original filing (PDF)20260106142236NAL0002590739001

JAMESTOWN ASSOCIATES LLC

Name: JAMESTOWN ASSOCIATES LLC — JAMESTOWN ASSOCIATES LLC CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: JAMESTOWN ASSOCIATES LLC

Form 5500-SF

FILING_RECEIVED

JAMESTOWN ASSOCIATES LLC CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Signals · 1

Late filing · 1.7 mo

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$5.8M

Net assets (EOY)

$5.8M

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JAMESTOWN ASSOCIATES LLC.

Plan sponsor

Name

JAMESTOWN ASSOCIATES LLC

EIN

22-3380074

Address

421 CHESTNUT STREET · PHILADELPHIA, PA · 19106

Phone

(484) 222-5252

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2026-01-06

Pension benefit codes

1A · Pay-related 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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