How big is Jameson, Inc.'s plan?

Jameson, Inc.'s plan reported $339K in assets and 10 participants for 2024.

Original filing (PDF)20251015215136NAL0007512624001

Jameson, Inc.

Name: Jameson, Inc. — Jameson, Inc. 403(b) Plan, Form 5500 (2024)
Creator: Jameson, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jameson, Inc. 403(b) Plan

Defined-contribution retirement plan · Jameson, Inc.'s Jameson, Inc. 403(b) Plan held $339K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$339K

Net assets (EOY)

$339K

People on this filing

Alisia Morales signed Jameson, Inc.'s 2024 Form 5500 as plan administrator.

Alisia Morales — 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

Jameson, Inc.'s EIN is 35-1156756.

EIN 35-1156756

Plan number 001

Plan year 2024

ACK ID 20251015215136NAL0007512624001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Jameson, Inc.'s plan includes ERISA 404(c) participant direction.

Decision-maker contacts

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

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (10th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).

Plan sponsor

Name

JAMESON, INC.

EIN

all filings

Address

2001 BRIDGEPORT RD. · INDIANAPOLIS, IN · 46231

Phone

(317) 241-2661

Industry

Accommodation & Food 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

2025-10-15

Pension benefit codes

2G · Total participant-directed accounts

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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