How big is JAME Financial Services LLC's plan?

JAME Financial Services LLC's plan reported $84K in assets and 3 participants for 2025.

Original filing (PDF)20260210114645NAL0002983200001

JAME Financial Services LLC

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

Form 5500-SF

FILING_RECEIVED

JAME Financial Services LLC 401(k) Plan

401(k) retirement plan · JAME Financial Services LLC's JAME Financial Services LLC 401(k) Plan held $84K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$84K

Net assets (EOY)

$84K

People on this filing

Kurt Kerrigan signed JAME Financial Services LLC's 2025 Form 5500 as plan administrator.

Kurt Kerrigan — 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

JAME Financial Services LLC's EIN is 82-5034473.

EIN 82-5034473

Plan number 001

Plan year 2025

ACK ID 20260210114645NAL0002983200001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for JAME Financial Services LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

JAME Financial Services LLC's plan includes a 401(k) feature, profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAME FINANCIAL SERVICES 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