Original filing (PDF)20250730125955NAL0004743873001

JAMES, MCELROY & DIEHL, P.A.

Name: JAMES, MCELROY & DIEHL, P.A. — JAMES, MCELROY & DIEHL, P.A. EMPLOYEES' RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: JAMES, MCELROY & DIEHL, P.A.

Form 5500-SF

FILING_RECEIVED

JAMES, MCELROY & DIEHL, P.A. EMPLOYEES' RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

102

Plan assets (EOY)

$44.7M

Net assets (EOY)

$44.7M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JAMES, MCELROY & DIEHL, P.A..

Plan sponsor

Name

JAMES, MCELROY & DIEHL, P.A.

EIN