How big is James & Whitney, LLC's plan?

James & Whitney, LLC's plan reported $319K in assets and 23 participants for 2024.

Original filing (PDF)20250917111404NAL0000213827001

James & Whitney, LLC

Name: James & Whitney, LLC — James & Whitney, LLC 401(k), Form 5500 (2024)
Creator: James & Whitney, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James & Whitney, LLC 401(k) Plan

401(k) retirement plan · James & Whitney, LLC's James & Whitney, LLC 401(k) Plan held $319K in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$319K

Net assets (EOY)

$319K

People on this filing

NINA Lucas signed James & Whitney, LLC's 2024 Form 5500 as plan administrator.

NINA Lucas — 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 & Whitney, LLC's EIN is 82-0930156.

EIN 82-0930156

Plan number 001

Plan year 2024

ACK ID 20250917111404NAL0000213827001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

James & Whitney, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 & WHITNEY, LLC.

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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