How big is David James Financial Group, LLC's plan?

David James Financial Group, LLC's plan reported $1.2M in assets and 3 participants for 2025.

Original filing (PDF)20260408105801NAL0019023282001

David James Financial Group, LLC

Name: David James Financial Group, LLC — David James, Form 5500 (2025)
Creator: David James Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David James Financial Group, LLC 401(k) Plan

401(k) retirement plan · David James Financial Group, LLC's David James Financial Group, LLC 401(k) Plan held $1.2M in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

David J FREY signed David James Financial Group, LLC's 2025 Form 5500 as plan administrator.

David J FREY — 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

David James Financial Group, LLC's EIN is 82-1563794.

EIN 82-1563794

Plan number 001

Plan year 2025

ACK ID 20260408105801NAL0019023282001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for David James Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

David James Financial 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 DAVID JAMES FINANCIAL GROUP, 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