How big is Craig James Financial Services, LLC's plan?

Craig James Financial Services, LLC's plan reported $664K in assets and 3 participants for 2024.

Original filing (PDF)20251014194335NAL0001781843001

Craig James Financial Services, LLC

Name: Craig James Financial Services, LLC — Craig James, Form 5500 (2024)
Creator: Craig James Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Craig James Financial Services LLC 401(k) PSP

401(k) retirement plan · Craig James Financial Services, LLC's Craig James Financial Services LLC 401(k) PSP held $664K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$664K

Net assets (EOY)

$664K

People on this filing

Craig Ferrantino signed Craig James Financial Services, LLC's 2024 Form 5500 as plan administrator.

Craig Ferrantino — 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

Craig James Financial Services, LLC's EIN is 56-2657979.

EIN 56-2657979

Plan number 001

Plan year 2024

ACK ID 20251014194335NAL0001781843001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Craig James Financial Services, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

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.

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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

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).

Plan sponsor

Name

CRAIG JAMES FINANCIAL SERVICES, LLC

EIN

all filings

Address

510 BRDHOLLOW RD STE 204 · MELVILLE, NY · 11747

Phone

(631) 393-2888

Industry

Finance & Insurance

Plan administrator