Original filing (PDF)20251126140507NAL0004718401001

Broad and James Inc.

Name: Broad and James Inc. — Broad and James Inc. SOCA, Form 5500 (2024)
Creator: Broad and James Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Broad and James Inc. SOCA Benefit Plan

Health & welfare plan · Broad and James Inc.'s Broad and James Inc. SOCA Benefit Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Matt Appenzeller signed Broad and James Inc.'s 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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

Broad and James Inc.'s EIN is 31-0962132.

EIN 31-0962132

Plan number 501

Plan year 2024

ACK ID 20251126140507NAL0004718401001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Broad and James Inc.'s plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score