· 2022–2024 · DOL EFAST2

DAVID JAMES FINANCIAL GROUP, LLC — DAVID JAMES FINANCIAL GROUP, LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250123092307NAL0006367857001

DAVID JAMES FINANCIAL GROUP, LLC

Form 5500-SF

FILING_RECEIVED

DAVID JAMES FINANCIAL GROUP, LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

2

Accounts w/ balance

2

Plan assets (EOY)

$518K

Net assets (EOY)

$518K

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

88

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).

Decision-maker contacts

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

Plan sponsor

Name

DAVID JAMES FINANCIAL GROUP, LLC

EIN

82-1563794

Address

1129 17TH AVENUE · SUITE B · MONROE, WI · 53566

Phone

(608) 426-6660

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-01-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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