How big is James Associates Inc.'s plan?

James Associates Inc.'s plan reported $1.1M in assets and 15 participants for 2024.

Original filing (PDF)20250725121355NAL0007386480001

James Associates Inc.

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

Form 5500-SF

FILING_RECEIVED

James + Associates, Inc. 401(k) Plan

401(k) retirement plan · James Associates Inc.'s James + Associates, Inc. 401(k) Plan held $1.1M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Robert James signed James Associates Inc.'s 2024 Form 5500 as plan administrator.

Robert James — 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 Associates Inc.'s EIN is 62-1432859.

EIN 62-1432859

Plan number 001

Plan year 2024

ACK ID 20250725121355NAL0007386480001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

Knocking points off