How big is Jim Coleman, Ltd.'s plan?

Jim Coleman, Ltd.'s plan reported $2.3M in assets and 11 participants for 2025.

Original filing (PDF)20260427145142NAL0008421889001

Jim Coleman, Ltd.

Name: Jim Coleman, Ltd. — Jim Coleman, Ltd. 401(k) Plan &, Form 5500 (2025)
Creator: Jim Coleman, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jim Coleman, Ltd. 401(k) Plan & Trust

401(k) retirement plan · Jim Coleman, Ltd.'s Jim Coleman, Ltd. 401(k) Plan & Trust held $2.3M in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Matt Wade signed Jim Coleman, Ltd.'s 2025 Form 5500 as plan administrator.

Matt Wade — 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

Jim Coleman, Ltd.'s EIN is 26-3754794.

EIN 26-3754794

Plan number 001

Plan year 2025

ACK ID 20260427145142NAL0008421889001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jim Coleman, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Jim Coleman, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JIM COLEMAN, LTD..

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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