How big is James Financial Partners' plan?

James Financial Partners' plan reported $414K in assets and 4 participants for 2024.

Original filing (PDF)20250926192711NAL0010434032001

James Financial Partners

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

Form 5500-SF

FILING_RECEIVED

James Financial Partners 401(k) Plan

401(k) retirement plan · James Financial Partners' James Financial Partners 401(k) Plan held $414K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$414K

Net assets (EOY)

$414K

Plan identifiers

James Financial Partners' EIN is 80-0498817.

EIN 80-0498817

Plan number 001

Plan year 2024

ACK ID 20250926192711NAL0010434032001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

James Financial Partners' 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 FINANCIAL PARTNERS.

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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