How big is James + James, LLC's plan?

James + James, LLC's plan reported $69K in assets and 41 participants for 2024.

Original filing (PDF)20250728081756NAL0000621987001

James + James, LLC

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

Form 5500-SF

FILING_RECEIVED

James + James, LLC 401(k) Plan

401(k) retirement plan · James + James, LLC's James + James, LLC 401(k) Plan held $69K in plan assets for 41 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$69K

Net assets (EOY)

$69K

People on this filing

Kelly Durante signed James + James, LLC's 2024 Form 5500 as plan administrator.

Kelly Durante — 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 + James, LLC's EIN is 45-5364452.

EIN 45-5364452

Plan number 001

Plan year 2024

ACK ID 20250728081756NAL0000621987001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

James + James, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 + JAMES, LLC.

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Plan health score

Above-average plan

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