How big is James R. Cartwright's plan?

James R. Cartwright's plan reported $869K in assets for 2024.

Original filing (PDF)20250721114104NAL0001822400001

James R. Cartwright

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

Form 5500-SF

FILING_RECEIVED

James R. Cartwright 401(k) Profit Sharing Plan

401(k) retirement plan · James R. Cartwright's James R. Cartwright 401(k) Profit Sharing Plan reported $869K in plan assets in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$869K

Net assets (EOY)

$869K

People on this filing

James Cartwright signed James R. Cartwright's 2024 Form 5500 as plan administrator.

James Cartwright — 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 R. Cartwright's EIN is 27-3710492.

EIN 27-3710492

Plan number 001

Plan year 2024

ACK ID 20250721114104NAL0001822400001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

James R. Cartwright'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 JAMES R. CARTWRIGHT.

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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