How big is Heather James, LLC.'s plan?

Heather James, LLC.'s plan reported $3.8M in assets and 35 participants for 2024.

Original filing (PDF)20250724105851NAL0005213393002

Heather James, LLC.

Name: Heather James, LLC. — Heather James, LLC. 401(k), Form 5500 (2024)
Creator: Heather James, LLC.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heather James, LLC. 401(k) Profit Sharing Plan

401(k) retirement plan · Heather James, LLC.'s Heather James, LLC. 401(k) Profit Sharing Plan held $3.8M in plan assets for 35 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

People on this filing

James Carona signed Heather James, LLC.'s 2024 Form 5500 as plan administrator.

James Carona — 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

Heather James, LLC.'s EIN is 26-2621958.

EIN 26-2621958

Plan number 001

Plan year 2024

ACK ID 20250724105851NAL0005213393002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Heather James, LLC.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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