How big is The Jameson Group, LLC's plan?

The Jameson Group, LLC's plan reported $2.4M in assets and 18 participants for 2025.

Original filing (PDF)20260323125024NAL0001300817001

The Jameson Group, LLC

Name: The Jameson Group, LLC — The Jameson Group, LLC, Form 5500 (2025)
Creator: The Jameson Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Jameson Group, LLC Retirement Plan & Trust

401(k) retirement plan · The Jameson Group, LLC's The Jameson Group, LLC Retirement Plan & Trust held $2.4M in plan assets for 18 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan identifiers

The Jameson Group, LLC's EIN is 46-4295839.

EIN 46-4295839

Plan number 001

Plan year 2025

ACK ID 20260323125024NAL0001300817001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Jameson Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Jameson Group, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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