Original filing (PDF)20251002113310NAL0000310995001

HEATHER JAMES, LLC.

Name: HEATHER JAMES, LLC. — HEATHER JAMES, LLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: HEATHER JAMES, LLC.

Form 5500-SF

FILING_RECEIVED

HEATHER JAMES, LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$7.3M

Net assets (EOY)

$7.3M

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

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HEATHER JAMES, LLC..

Plan sponsor

Name

HEATHER JAMES, LLC.

EIN

26-2621958

Address

45188 PORTOLA AVE · PALM DESERT, CA · 92260

Phone

(760) 346-8926

Industry

Retail Tradesee 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

1I · Frozen plan — no new benefit accrual

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Service providers (Schedule C)

Small plans don't disclose service providers

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