How big is James Edwin Bates Jr.'s plan?

James Edwin Bates Jr.'s plan covered 1 participants for 2024.

Original filing (PDF)20250429110158NAL0000278323001

James Edwin Bates Jr.

Name: James Edwin Bates Jr. — James Edwin Bates Jr. 401(k), Form 5500 (2024)
Creator: James Edwin Bates Jr.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James Edwin Bates Jr. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · James Edwin Bates Jr.'s James Edwin Bates Jr. 401(k) Profit Sharing Plan & Trust covered 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Edward Rojas signed James Edwin Bates Jr.'s 2024 Form 5500 as plan administrator.

Edward Rojas — 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 Edwin Bates Jr.'s EIN is 82-3826795.

EIN 82-3826795

Plan number 001

Plan year 2024

ACK ID 20250429110158NAL0000278323001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

James Edwin Bates Jr.'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 EDWIN BATES JR.

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Plan health score

Above-average plan

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

Knocking points off