How big is James Management Group, LLC's plan?

James Management Group, LLC's plan reported $157K in assets and 4 participants for 2024.

Original filing (PDF)20250703105432NAL0000176947001

James Management Group, LLC

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

Form 5500-SF

FILING_RECEIVED

James Management Group 401(k) & Profit Sharing Plan

401(k) retirement plan · James Management Group, LLC's James Management Group 401(k) & Profit Sharing Plan held $157K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$157K

Net assets (EOY)

$157K

Plan identifiers

James Management Group, LLC's EIN is 73-1621251.

EIN 73-1621251

Plan number 001

Plan year 2024

ACK ID 20250703105432NAL0000176947001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

James Management Group, LLC'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 MANAGEMENT GROUP, LLC.

Finding similar companies…

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