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JAMESON, INC. — JAMESON, INC. 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251015215136NAL0007512624001
JAMESON, INC.
Form 5500-SF
FILING_RECEIVED
JAMESON, INC. 403(B) PLAN
Defined-contribution retirement plan
Active participants
10
Accounts w/ balance
3
Plan assets (EOY)
$339K
Net assets (EOY)
$339K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JAMESON, INC.
.
Find decision makers
Plan sponsor
Name
JAMESON, INC.
EIN
35-1156756
Address
2001 BRIDGEPORT RD. · INDIANAPOLIS, IN · 46231
Phone
(317) 241-2661
Industry
Accommodation & Food Services
see all
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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Knocking points off
Only 30% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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