How big is Addison James Incorporated's plan?

Addison James Incorporated's plan reported $1.3M in assets and 5 participants for 2024.

Original filing (PDF)20250424135248NAL0012355536001

Addison James Incorporated

Name: Addison James Incorporated — Addison James, Form 5500 (2024)
Creator: Addison James Incorporated
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Addison James Incorporated 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Addison James Incorporated's Addison James Incorporated 401(k) Profit Sharing Plan & Trust held $1.3M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Melissa Fagundes signed Addison James Incorporated's 2024 Form 5500 as plan administrator.

Melissa Fagundes — 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

Addison James Incorporated's EIN is 27-2380153.

EIN 27-2380153

Plan number 001

Plan year 2024

ACK ID 20250424135248NAL0012355536001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Addison James Incorporated'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 ADDISON JAMES INCORPORATED.

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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