How big is James David and Associates LLC's plan?

James David and Associates LLC's plan reported $230K in assets and 15 participants for 2024.

Original filing (PDF)20250630153055NAL0011971073001

James David and Associates LLC

Name: James David and Associates LLC — James David and, Form 5500 (2024)
Creator: James David and Associates LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James David and Associates LLC 401(k) Plan

401(k) retirement plan · James David and Associates LLC's James David and Associates LLC 401(k) Plan held $230K in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$230K

Net assets (EOY)

$230K

People on this filing

TARA Evans, for TAG Resources signed James David and Associates LLC's 2024 Form 5500 as plan administrator.

TARA Evans, for TAG Resources — 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 David and Associates LLC's EIN is 46-1633409.

EIN 46-1633409

Plan number 001

Plan year 2024

ACK ID 20250630153055NAL0011971073001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

James David and Associates LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

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

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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

Helping the score