How big is McGoodwin James & Co's plan?

McGoodwin James & Co's plan reported $83K in assets and 5 participants for 2024.

Original filing (PDF)20250723123311NAL0001881731001

McGoodwin James & Co

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

Form 5500-SF

FILING_RECEIVED

McGoodwin James & Co 401(k) P/S Plan

401(k) retirement plan · McGoodwin James & Co's McGoodwin James & Co 401(k) P/S Plan held $83K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$83K

Net assets (EOY)

$83K

People on this filing

James McGoodwin signed McGoodwin James & Co's 2024 Form 5500 as plan administrator.

James McGoodwin — 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

McGoodwin James & Co's EIN is 33-0540280.

EIN 33-0540280

Plan number 001

Plan year 2024

ACK ID 20250723123311NAL0001881731001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

McGoodwin James & Co's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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