How big is James Sowell Company LP's plan?

James Sowell Company LP's plan reported $6.0M in assets and 14 participants for 2024.

Original filing (PDF)20250930203545NAL0012048273001

James Sowell Company LP

Name: James Sowell Company LP — Sowell & Co. 401(k) Plan, Form 5500 (2024)
Creator: James Sowell Company LP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sowell & Co. 401(k) Plan

401(k) retirement plan · James Sowell Company LP's Sowell & Co. 401(k) Plan held $6.0M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

People on this filing

ANDY Eichenberg for TRPC signed James Sowell Company LP's 2024 Form 5500 as plan administrator.

ANDY Eichenberg for TRPC — 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 Sowell Company LP's EIN is 75-2613714.

EIN 75-2613714

Plan number 001

Plan year 2024

ACK ID 20250930203545NAL0012048273001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

James Sowell Company LP'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 SOWELL COMPANY LP.

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