How big is James & Carter, PLC's plan?

James & Carter, PLC's plan reported $4.3M in assets and 5 participants for 2025.

Original filing (PDF)20260327143543NAL0013283954001

James & Carter, PLC

Name: James & Carter, PLC — James & Carter, PLC Profit, Form 5500 (2025)
Creator: James & Carter, PLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James & Carter, PLC Profit Sharing Plan

401(k) retirement plan · James & Carter, PLC's James & Carter, PLC Profit Sharing Plan held $4.3M in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

Plan identifiers

James & Carter, PLC's EIN is 71-0764843.

EIN 71-0764843

Plan number 001

Plan year 2025

ACK ID 20260327143543NAL0013283954001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for James & Carter, PLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

James & Carter, PLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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