How big is James Adrian's plan?

James Adrian's plan reported $55K in assets and 3 participants for 2024.

Original filing (PDF)20251013151528NAL0002285856001

James Adrian

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

Form 5500-SF

FILING_RECEIVED

James Adrian 401(k) Plan

401(k) retirement plan · James Adrian's James Adrian 401(k) Plan held $55K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$55K

Net assets (EOY)

$55K

People on this filing

James Adrian signed James Adrian's 2024 Form 5500 as plan administrator.

James Adrian — 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

James Adrian's EIN is 27-2556879.

EIN 27-2556879

Plan number 001

Plan year 2024

ACK ID 20251013151528NAL0002285856001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

James Adrian's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

JAMES ADRIAN

EIN

all filings

Address

55 SHUMAN BLVD · SUITE 600 · NAPERVILLE, IL · 60563

Phone

(630) 264-3182

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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