Original filing (PDF)20251014194335NAL0001781843001

CRAIG JAMES FINANCIAL SERVICES, LLC

Name: CRAIG JAMES FINANCIAL SERVICES, LLC — CRAIG JAMES FINANCIAL SERVICES LLC 401K PSP, Form 5500 (2024)
Creator: CRAIG JAMES FINANCIAL SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

CRAIG JAMES FINANCIAL SERVICES LLC 401K PSP

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$664K

Net assets (EOY)

$664K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

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

Plan sponsor

Name

CRAIG JAMES FINANCIAL SERVICES, LLC

EIN

56-2657979

Address

510 BRDHOLLOW RD STE 204 · MELVILLE, NY · 11747

Phone

(631) 393-2888

Industry

Finance & Insurancesee all

Plan administrator